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《大行报告》瑞信上调中石油(00857.HK)目标价至4.2元 评级「跑赢大市」
阿思达克 04-12 10:09
瑞信发表报告指,料今年环球原油供求关系将继续有利,料至夏季环球需求续回复,供应亦较与需求同步,上调今明两年布兰特期油价格预测,今年预测自59美元上调至66.5美元,明年预测自63美元上调至68美元。该行并预计原油库存正常化将提早,自今年第四季提早至第二季。

报告指,中石油(00857.HK)去年第四季盈利强劲复苏,核心盈利按季增长1.91倍至200亿元人民币,为2018年第三季油价达每桶75美元时水平,主要受惠於中石油成本管控得宜。该行上调中石油2021年至2023年每股盈测介乎3%至16%,H股目标价自4元上调至4.2元,维持「跑赢大市」评级。

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