《大行報告》瑞銀料今年布蘭特油價平均為每桶90美元 微調內地三大石油股目標價
瑞銀發表報告指,將今年布倫特期油價格預測從每桶95美元下調至每桶90美元,惟將2024及2025年的預測分別維持在每桶85美元及80美元,長期油價預測維持在每桶75美元。該行預計,油價將在今年第二季反彈至95美元,這主要是由於中國重新開放和俄羅斯產量下降。該行重申,今年看好中國石油巨頭,考慮到高股息和低估值;對第二、三季的油價樂觀;及疫情後煉油業務的基本面改善。
該行表示,將中海油(00883.HK)2022財年的盈利預測上調1%至1,413億元人民幣(下同),而2023及24財年則分別下調7%和上調1%,至分別1,209億和1,121億元;中石油(00857.HK)2022至24財年各年盈測則分別上調0.3%、9%及1.5%,至1,508億、1,387億及1,248億元;中石化(00386.HK)方面,則分別下調2022至24財年盈測5.1%、4%及2.9%,至703億、720億及739億元人民幣;中海油服(02883.HK)2022至24財年各年盈測則分別下調14.6%、10.7%及9.3%,至24億、32.4億及39.5億元,該行仍然看好油田服務(OFS)行業的上升週期。該行微調「三桶油」及中海油服目標價,詳見另表。
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