大行評級|里昂:對“三桶油”均予“跑贏大市”評級 首選中石油
里昂發表研究報吿指,以色列及伊朗的緊張局勢升級,令油價飆升至每桶75美元,但油企股價低迷,反映市場並不認為會有供應危機。該行指初步消息顯示,攻擊對伊朗的石油生產或煉油設施並未造成損害,但市場關注霍爾木茲海峽的情況,因全球有20%石油經該海峽運輸。而在油價飆升前,全球石油市場受到OPEC+加速增產的負面新聞影響,以目前速度計算,該行料OPEC+將在年底完成減產,市場估計在供過於求的情況下,油價將為每桶50美元。
就股份而言,該行指中國石油過去兩個月的股價表現分別較中國石油化工及中國海洋石油高26%及21%,料情況會持續,因此首選中石油,目標價8港元;其次為中海油,目標價23.1港元;最後為中石化,目標價4.6港元,均予“跑贏大市”評級。
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