《大行》摩通一舉升中海油(00883.HK)評級至「增持」 目標價上調至23元
摩通發表研究報告指,中海油(00883.HK)A/H股年初至今股價表現落後中石油(00857.HK)A/H股介乎13%至22%,該行指,視石油輸出國組織(OPEC)增產為一個需求復甦和全球庫存水準健康的訊號,而非OPEC內部混亂或價格戰。
該行指,即使預計國際油價到明年第一季跌至每桶55美元,中海油出乎預期願意將其收益率對標中石油,或許也有助於限制其股價下跌空間。該行上調2026年至2030年每股盈測平均約19%,中海油H股目標價由13.5元上調至23元,其評級由「減持」一舉升至「增持」。該行並首次覆蓋中海油A股(600938.SH),予評級「增持」,目標價30元人民幣。
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