《大行報告》瑞信上調中海油(00883.HK)目標價至13.5元 評級「跑贏大市」
瑞信發表研究報告指,中海油(00883.HK)第二季業績表現強勁,展示出期內油價上升而產生的強大經營槓桿。
該行又指,中海油成功將總成本控制在每桶油當量30.3美元,令公司雖然要面對成本上漲及稅收增加,期內仍表現強勁。次季石油及燃氣總產量按年增長9.7%,高於公司全年增長5%至6%的指引。
瑞信表示,中海油的13個新項目中有3個已在上半年投產,其餘10個項目若於年內投產,全年產量料將提升至6億至6.1億桶油當量以上。該行維持其「跑贏大市」評級,目標價由13.3元輕微上調至13.5元,續為「三桶油」中的首選。
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