《大行報告》摩通上調中石油(00857.HK)目標價至5.15元 下調中石化(00386.HK)目標價至4.6元
摩根大通發表報告,更新石油和天然氣價格的預測,對進入第二季的油價前景保持正面,預計布蘭特原油平均價格介乎每桶110至115美元,現貨價格或升至超過每桶130美元。
該行同時將布蘭特油價今明兩年預測分別上調18%及21%,至每桶91美元及85美元。由於北溪2號天然氣管道的延遲,該行亦更新了預測模型,調升今明兩年歐洲TTF基準荷蘭天然氣期貨及液化天然氣價格預測,至每百萬英熱單位分別29.6美元及20美元。
因現貨價格或升至每桶130美元,摩通將中海油(00883.HK)、中石油(00857.HK)及中石化(00386.HK)今明兩年每股盈利預測平均調升7%及4%。不過由於內地發改委在高油價時會採取零售油價封頂機制,估計中石化會受到較大影響。
該行維持三桶油股份「增持」評級。中石油目標價由5元升至5.15元;中石化目標價由5.2元降至4.6元;中海油目標價則保持12元不變。
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