瑞銀:維持“三桶油”、傑瑞股份及海油工程的“買入”評級
瑞銀髮表研報指,中資油企中期業績大部分符合甚至超出預期,令股價自8月以來持續上漲。該行表示,在新冠疫情變種陰霾下,中國宣佈擬釋出其原油儲備,OPEC+亦計劃重回每日供應量40萬桶,但布蘭特油價繼續維持在每桶70美元以上,認為油價有部分受到颶風艾達影響較預期長所支撐。
該行指,雖然基本面隨着全球油價上升而繼續改善,但與今年高位比較,油股股價仍下跌7%至35%。而瑞銀覆蓋的中國石油及天然氣板塊股份年初至今上漲約7%至42%,整體表現跑贏大市。
該行料布蘭特油價末季每桶65美元,對“三桶油”、傑瑞股份(002353.SZ)及海油工程(600583.SH)均維持“買入”評級。該行指,與中海油服(2883.HK)及中海油(0883.HK)等落後股份比較,中國石油(0857.HK)及傑瑞股份表現較佳,預期上升空間有限。
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