《大行報告》花旗上調中石油(00857.HK)目標價至5.3元 評級「買入」
花旗發表研究報告指出,雖然預期今年的平均油價將低於去年,但認為中石油是下游市場復甦的受惠者(尤其是煉油業務),可為其較低的勘探與生產(E&P)利潤作出緩衝。此外,公司今年稍後時間的股份回購亦將為股價提供支持。
該行對其今明兩年的布油價格預測,由80及72美元上調至84及73美元,加上更新對中石油的財務和營運數據,將中石油今明兩年的盈利預測上調19%至20%,預期2025年純利增長3.6%。目標價由4.6元上調至5.3元,維持「買入」評級。
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