大行評級|星展:上調中海油目標價至23港元 維持“持有”評級
星展發表研報指,中海油作為龍頭石油及天然氣企業的地位無庸置疑,上半年桶油主要成本低於30美元,屬極具競爭力,加上其穩健增長策略和卓越執行力,推動上半年純利創新高,達到797億元,較市場預期高5%。不過該行指出,中海油的業務及股價與油價表現有高度相關性,由於OPEC+有機會於10月起減產,可能會打擊市場氣氛,並削弱明年油價前景,將為中海油股價上升空間帶來阻力,維持“持有”評級,目標價由19.5港元上調至23港元。
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