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《大行報告》建銀國際下調中海油(00883.HK)目標價至15.3元 評級「跑贏大市」
阿思達克 05-15 11:29
建銀國際發表研究報告指,中海油(00883.HK)首季純利按年跌6%至320億元人民幣,遜於該行預期。該行認為,這是由於近期原油價格的調整抵銷了石油和天然氣產量的強勁增長和有效的成本控制。由於集團是一間上游營運商,其盈利更容易受到原油價格波動的影響。這種盈利敏感性已經被納入該行的盈利預測。 基於季績遜預期及首季原油價格調整,該行下調集團2023及24財年的盈測12%和5%。由於中國的需求復甦,對集團2023及24年剩餘時間的盈利前景保持樂觀。目標價由16.5元下調至15.3元,維持「跑贏大市」評級。
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