大行評級|大摩:中海油第三季盈利符合預期 目標價21.8港元
大摩發表報吿指,中海油第三季盈利符合預期,受惠於銷量增長及實現原油價格具韌性。中海油第三季淨利潤為369億,按年增長9%,符合該行預期。雖然基準原油價格按季每桶下降6.6美元,但受原油組合影響,公司實現原油價格按季降幅較小,僅為每桶3.9美元,令盈利展示出韌性。大摩指,中海油成本控制仍然穩固,實現油價較基準折讓較小。而首三季產量目前已達5.42億桶油當量,按年增長8.5%,達到全年總產量目標的76%。該行對該股H股目標價21.8港元,評級“增持”。
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