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《大行报告》大摩升中石化(00386.HK)评级至「增持」 上调中石油(00857.HK)目标价至4.35元
阿思达克 05-12 10:45
摩根士丹利发表报告指,中石化(00386.HK)股价自3月中起跑输中石油(00857.HK)股价11%,反映去年第四季的减值损失高於预期,及进入今年第二季的存货收益缩小。

该行上调中石化(00386.HK)股份目标价,由4.92元升至5.3元,评级由「与大市同步」上调至「增持」,并调升集团今明两年每股盈利预测分别11%及18%,认为集团首季业绩表现较预期强劲,相信负面因素已反映。

至於中石油股价亦由4.13元上调至4.35元,评级「增持」,今明两年每股盈利预测分别上调13%及11%。大摩表示,由於今年首季天然气价格及销量好过预期,上调集团今年全年天然气业务EBIT预测,由60亿元人民币升至280亿元人民币。

三桶油中,该行最喜好中石油,其次为中石化,最後为中海油(00883.HK)。

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