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大行評級丨麥格理:上調中石油目標價至3.5港元 評級“跑輸大市”
格隆匯 08-02 13:05
格隆匯8月2日丨麥格理髮表研究報吿指,中石油由於油價實現延遲和國內天然氣價格上升,其第二季淨利潤可能保持韌性在395億元,按季及按年各下跌9%。自6月初以來,油價已跌至每桶76美元,對上游盈利構成壓力。該行預測,每桶油價每上升1美元,全年每股盈測將升2%。該行將今年布倫特原油價格預測上調4%,第三季上調14%至每桶80美元,而第四季上調7%至75美元。中石油4月調高管道天然氣價格後,該行將2023至25年國內天然氣價格預測上調3%到5%,認為國內天然氣價格上升不可持續。該行將2023至25年的每股盈測分別上調17%、14%和19%,上調目標價9%至3.5港元,評級為“跑輸大市”。
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