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大行評級|大摩:基於油價下跌因素 下調中海油目標價至17.6港元
格隆匯 04-10 10:24
摩根士丹利發表研報,將國際油價按市值計價,2025及2026財年布蘭特期油預測分別降至每桶65及62美元,長期油價預期爲55美元。該行表示,基於油價下跌因素,將中國海洋石油2025及2026財年總收入預測分別削減10%及7%,盈利預測分別削減15%及13%。不過該行亦預期,中海油在成本控制方面將繼續在三桶油中領先。大摩將中海油目標價由20.7港元下調至17.6港元,給予“增持”評級。
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