《大行报告》瑞银上调中海油(00883.HK)目标价至12.1元 评级「买入」
瑞银发表报告,指对中海油(00883.HK)维持正面看法,并为其於区内最看好股份,相信其产能前景强劲,相比同业生产成本更低,净现金资产负债表及自由现金流强劲,派息纪录亦良好。该行调整短期油价预测後,同时上调中海油产能及盈利预测,2021至2024各年产能预测各升3%、5%、7%及13%。
考虑该行提升布兰特期油价格预测,今年由每桶57美元上调至65.5美元,明年由每桶60美元上调至62美元;瑞银相应上调中海油2021至2024各年每股盈测分别17%、37%、11%及6%。目标价自11.7元上调至12.1元,评级维持「买入」。
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