You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中海油(00883.HK)逆油價挫逾半成 遭花旗降級削價
阿思達克 03-11 14:46
受累於油組與俄羅斯談判破裂及新冠肺炎疫情於中國境外持續迅速擴散,油價繼本周一於亞洲時段曾暴瀉逾三成為1991年波斯灣戰爭以來最傷後,俄羅斯又再反口指不排除與油組再度合作,布蘭特5月期油及紐約4月期油昨晚彈逾8%-10%後,於亞洲電子交易時段反覆續彈1.5%-2.1%,分別報38美元及34.87美元。

不過,澄清母企注資報道純屬傳言的中海油(00883.HK)繼昨天扭轉周一股價暴瀉至四年低位反彈3%後,今天再度下挫,最低見8.53元,現造8.58元,逆油價挫5.2%,為最傷藍籌,成交1.89億股,涉資16.54億元。

市傳母公司中國海洋石油集團擬將旗下液化天氣然碼頭及燃氣電廠等相關資產注入上市公司中海油。瑞銀認為,市場不會喜歡今次注資傳聞,因中海油去年才向母企收購煤氣層項目,而投資者會關注中海油母企將虧損或低回報資產注入上市公司,會增加市場對中海油疑慮,並留意潛在注資所帶來風險。由於注資傳聞並無詳情,但該行估計8,400MW的燃氣電廠重置成本高達340億人民幣,此以撇除液化天氣然碼頭資產估值,該行期待中海油管理層就相關傳聞作出澄清或解釋。

另外,花旗將中海油評級由「買入」下調至「中性」,目標價由14.4元下調至9.3元,以反映公司只有上游業務,將受到油價重挫直接衝擊。

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.
uSMART
Wealth Growth Made Easy
Open Account