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大行評級 | 美銀證券:看好近兩年油價,行業首選中石油(0857.HK)
格隆匯1月14日丨美銀證券發表研究報告,大宗商品策略師團隊仍看好2022至2023年布蘭特期油價走勢,預計在新興市場消費復甦推動全球石油需求提升,均價可由2021年的每桶71美元,上升至每桶85及75美元。 美銀首選爲中石油(0857.HK),重申“買入”評級,目標價5港元,指出公司盈喜符合市場預期,現估值吸引,預計股息率將達到高單位數。該行並將中石化(0386.HK)的評級上調至“買入”,2022至2023年稅後淨利潤預測分別上調6%及32%,目標價由5港元提升至5.1港元。中石化煉化工程(2386.HK)同予“買入”評級,目標價6.7港元。
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