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瑞信:升中海油(0883.HK)目標價至16.5港元 評級“跑贏大市”
格隆匯 12-17 10:48

瑞信發表報告表示,中海油(00883.HK)即將於下月13日發佈其發展策略,預期管理層會展示出樂觀的態度,將會為股價帶來短期催化劑。

報告補充,在多個新項目推動下,預料中海油將上調其2020至2021年產能預測約3%,因此該行上升其2020至2021年銷量預測,及每股盈利預測升2%至3%,更較市場平均預測高出10%。

瑞信認為,中海油今年資本開支將達預測上限之800億元人民幣,明年將持續增加到850至950億元人民幣。該行將其目標價由16港元升至16.5港元,重申“跑贏大市”評級。

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