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《大行報告》高盛升中石油(00857.HK)評級至「買入」 納入確信名單
阿思達克 02-26 10:35
高盛發表報告指,中石油(00857.HK)盈利對油價高度敏感,而集團似乎將從近期及長期的油價上升中明顯受益。高盛最新預期,布蘭特油價今年第二季將達每桶70美元,第三季進一步上升至每桶75美元,較該行早前預測高10美元。

高盛上調中石油H股評級,由「中性」升至「買入」,並納入「確信買入」名單,目標價由2.88元大升至4.7元。該行又調升中石油今年至2023年每股盈利預測分別24%、16%及14%,以反映今明兩年布蘭特油價平均預測,由原來的每桶61及65美元,上調至69及70美元;按市價計價和煉油運營成本降低,但部分被進口天然氣合同虧損增加抵銷。

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