《大行報告》摩通:中海油(00883.HK)成本控制強勁 重申為內地油企首選
摩通發表評級報告指,中海油(00883.HK)次季表現整體上達致預期,包括純利、每股派息以及生產,均符合預期,總成本略勝預期,資本支出則略遜預期。而內地政策支持石油需求持續復甦,該行注意到中石油管理層預料下半年內地石油需求按年增1.6%。
公司預料今年全年儲量替代率(RRR)達130%,摩通對中海油全年資本支出達900億至1,000億元人民幣(按年持平)充滿信心,維持其目標價為15元及其評級為「增持」,認為中海油成本控制能力強勁,重申為該行在內地油企的首選。(ca/u)
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