《大行報告》大摩升中石化(00386.HK)評級至「增持」 上調中石油(00857.HK)目標價至4.35元
摩根士丹利發表報告指,中石化(00386.HK)股價自3月中起跑輸中石油(00857.HK)股價11%,反映去年第四季的減值損失高於預期,及進入今年第二季的存貨收益縮小。
該行上調中石化(00386.HK)股份目標價,由4.92元升至5.3元,評級由「與大市同步」上調至「增持」,並調升集團今明兩年每股盈利預測分別11%及18%,認為集團首季業績表現較預期強勁,相信負面因素已反映。
至於中石油股價亦由4.13元上調至4.35元,評級「增持」,今明兩年每股盈利預測分別上調13%及11%。大摩表示,由於今年首季天然氣價格及銷量好過預期,上調集團今年全年天然氣業務EBIT預測,由60億元人民幣升至280億元人民幣。
三桶油中,該行最喜好中石油,其次為中石化,最後為中海油(00883.HK)。
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