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《大行报告》高盛升中石油(00857.HK)评级至「买入」 纳入确信名单
阿思达克 02-26 10:35
高盛发表报告指,中石油(00857.HK)盈利对油价高度敏感,而集团似乎将从近期及长期的油价上升中明显受益。高盛最新预期,布兰特油价今年第二季将达每桶70美元,第三季进一步上升至每桶75美元,较该行早前预测高10美元。

高盛上调中石油H股评级,由「中性」升至「买入」,并纳入「确信买入」名单,目标价由2.88元大升至4.7元。该行又调升中石油今年至2023年每股盈利预测分别24%、16%及14%,以反映今明两年布兰特油价平均预测,由原来的每桶61及65美元,上调至69及70美元;按市价计价和炼油运营成本降低,但部分被进口天然气合同亏损增加抵销。

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