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大行評級|中銀國際:微升中石油目標價至8.08港元 上調盈利預測
中銀國際發表研究報告指,中石油首季盈利按年升2%至468億元,較該行預測高出9%。集團的上遊板塊的經營溢利令人驚喜,該數據於油價按年下跌7%的情況下仍按年增長7%。展望未來,中銀國際表示,如果油價保持在當前水平,中石油次季的盈利將按季下滑。不過,美國總統特朗普對關稅戰的態度反覆無常,加上他嘗試強迫伊朗達成新的核協議,這些因素都會左右油價。該行將集團2025至27年的盈利預測上調1%至2%,維持“買入”評級,並將H股目標價由8.06港元輕微上調至8.08港元。
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