大行評級 | 高盛:上調中石化(0386.HK)股目標價25%至4港元 料油價走低助盈利
格隆匯10月12日丨高盛發研報指,隨着該行下調布蘭特原油價格預測,料較低的油價將改善中石化(0386.HK)的盈利,分別上調其H股及A股的目標價25%及31%,分別至4港元及4.2元人民幣,上調其評級至“中性”。該行預計監管機構規定的上限所允許的公司煉油利潤率將會增加,進口天然氣業務的成本轉嫁優於預期,將今年及明年核心EBITDA預測分別上調17%及14%。該股現報3.37港元,總市值4080億港元。

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