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《大行報告》匯豐研究降中石油(00857.HK)評級至「持有」 目標價下調至3.27元
匯豐環球研究發表報告指,中石油(00857.HK)今年上半年業績一如早前公佈的盈喜,由去年同期受疫情影響而錄得300億元人民幣虧損,轉盈至錄530億元人民幣利潤。盈利恢復的推動力包括能源價格上升、銷量增加及部分毛利擴張。 該行上調中石油今明兩年盈利預測分別20%及11%,以反映上半年業績表現強勁,不過將中石油H股的投資評級由「買入」降至「中性」,目標價亦由3.38元調低至3.27元。 匯豐研究提到,雖然預期中石油今年將有正面及持續的盈利勢頭,但Delta變種病毒的傳播或限制能源需求的復甦。
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