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《大行報告》美銀證券上調中石油(00857.HK)目標價至6元 評級「買入」
美銀證券發表研究報告,將中石油(00857.HK)今明兩年盈利預測上調7%至8%,較市場預測高出7%及5%,目標價由5.8元升至6元,指出管理層預期下半年國內天然氣需求將逆轉上半年跌幅,錄得按年增長5.5%,相信下游需求將有所復甦。 美銀預計中石油下半年稅後淨利將達到525億元人民幣,較上半年的824億元人民幣下跌,主要預期下半年將錄得進口損失約60億至80億元人民幣、煉油及營銷業務庫存收益下降,以及化學業務投入成本高企所拖累,重申「買入」評級,認為現價仍具吸引力。
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