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《大行報告》瑞信上調中海油(00883.HK)目標價至14元 評級「跑贏大市」
阿思達克 03-14 10:09
瑞信發表報告表示,俄羅斯與烏克蘭的衝突可能會改變全球市場規則格局,鑑於俄羅斯對全球石油供應的重要性,該行將2022年布蘭特油價的每桶預測由75美元上調至100美元,將布油2023年油價的每桶預測由62美元上調至85美元。 基於對油價最新預測,瑞信上調中海油目標價由13.3元上調至14元,評級「跑贏大市」。 該行指俄羅斯石油出口或短期造成全球供應混亂,預計油價於今年次季及第三季將分別保持於110美元及99美元的高位。中期而言,由於各國不再使用俄羅斯業務的決定,或導致俄羅斯石油產量結構性下降,故預期油價處於結構性高位軌道。 瑞信指中海油(00883.HK)年初至今上漲22%,油價飆升及跑贏同業,但相信市場尚未完全消化中海油的全部潛力,加上A股或於今年次季掛牌,將會導致重新評級。(me/w) ~
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