《大行報告》大和下調中海油(00883.HK)評級至「持有」削目標價至13.8元
大和發表報告表示,下調中海油(00883.HK)投資評級,由原來「跑贏大市」降至「持有」,將目標價由15.7元降至13.8元,此相當預測市賬率降至1.17倍(此前予1.3倍),因反映對國際油價疲弱走勢的預期。
該行指,布蘭特期油自今年4月見頂以來已累跌14%,中海油股價同期亦跌12%,基於全球貿易壓力影響石油需求轉弱,油組已決定延長減產協議。而該行下調對布蘭特期油今年價格預測,由原來每桶68美元降至66美元,並下調對2020及2021年油價預測分別至每桶67美元及68美元。
大和料中海油全年純利按年升3%,主要是產能增長及生產成本穩定,但基於下調對國際油價預測,決定下調對中海油2019年至2021年每股盈利預測5%至6%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.