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《大行報告》高盛:中石油(00857.HK)季績勝預期 營運改善支持毛利表現
高盛發表報告指,由於油價表現走弱,中石油(00857.HK)第三季毛利錄得10%的下跌,但集團盈利已較該行預期強勁,主因上游及天然氣業務表現跑贏,相信營運改善有助支持集團毛利率,令其第三季毛利較該行預期高出11%。 高盛維持中石油H股「買入」評級,續列確信買入名單,目標價5.2元。該行繼續看好油價前景,料明年首季布蘭特油價可高見每桶115美元,在明年布油處每桶60至120美元的情境下,預期中石油能受惠於油價上升。
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