瑞信:中石油(0857.HK)發盈喜符預期 評級“跑贏大市”
瑞信發表報吿指,中石油(0857.HK)發盈喜,預期去年盈利介於900億元至940億元人民幣,按年增長374%至395%,符合市場預期,指去年盈利為集團自2014年以來最高水平。
該行表示,中石油公佈的全年盈喜數字,意味去年第四季盈利介於149億元至189億元人民幣,按季下跌15%至33%,認為是年終減值及成本下沉令集團第四季盈利出現按季下跌。至於該季進口氣虧損或較預期佳,主因冬季氣價上調窗口在去年11月開啟,集團成功轉移成本至下游。

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