《大行報告》瑞信上調三大油股目標價 首選中海油(00883.HK)
瑞信發表研究報告指,中資三大油股由年初至今股價平均累升38%,但指中海油(00883.HK)表現落後於中石油(00857.HK)及中石化(00386.HK)是不合理,尤其是當前油價環境利好上游企業,例如中海油。
該行指,今年中海油首季業績應顯示其季度盈利已觸底,並預料今年油桶價格為每桶85美元,又認為中海油將錄得具吸引力的銷量增長和其盈利的可持續增長。該行將其目標價由13.5元上調至15.5元,並維持其評級為「跑贏大市」。
另外,該行將中石化目標價由4.3元上調至6元,將其評級由「中性」升至「跑贏大市」;以及將中石油目標價由5.7元上調至6.1元,並維持「跑贏大市」評級。(ca/w)
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