《大行報告》瑞信料中海油(00883.HK)今年營運超標 維持「跑贏大市」看12.8元
瑞信發表研究報告,指中國海洋石油(00883.HK)第三季經營更新,反映其全年產量及資本開支正邁向目標,油氣生產按年增10%,令首九個月達全年目標的77%,相信今年產量有望超出預期。
該行維持對中海油12.8元目標價不變,當中仍以長遠油價在每桶60美元作基準,維持「跑贏大市」評級。此外,管理層補充A股上市計劃仍在進行中,管理層並認為將消除因美國制裁帶來的部分估值折讓。
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