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中金:上調中國海洋石油(0883.HK)目標價至11.5港元 ADS退市影響有限
格隆匯 03-02 15:33

中金公司發表研究報吿指,中國海洋石油(0883.HK)美國存托股票(ADS)退市為美國對公司一系列相關限制措施中的最後一個風險因素,且已落地,並對公司基本面影響有限。公司近年來增儲上產效果顯著,且未來有望持續加大上游投入,取得優質的油氣儲量,上調目標價12%至11.5港元。

中金表示,根據上市規則,中海油的每股ADS註銷後可換取100股公司普通股,在香港聯交所進行上市交易,投資者可以選擇繼續持有或者賣出股票,而近期發現的山西陸上氣田隸屬於中海油上市公司旗下子公司的中聯公司,屬於緻密氣田,預計可以得到國家對於非常規天然氣開採的補貼。

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