《大行報告》中銀國際下調中海油(00883.HK)目標價至16.57元 評級「買入」
中銀國際發表報告指,中海油(00883.HK)第三季純利按季增長7%,大致符合該行預期,增長主要因為期內實現油價按季升14%﹐以及公司繼續控制成本。基於首三季的強勁表現,公司有信心達到全年產量指引上限水平,亦將全年資本開支預算上調約20%。
該行將中海油今年至2025年三年期間的盈利預測,下調1至2%,主要因為預期實現油價較低、今年產量較高、以及考慮成本控制預算,不過認為該股估值仍然吸引,今年預測市盈率4.3倍,今年至2025年股息率9.3至9.6%,維持其「買入」評級,目標價由16.88元下調至16.57元。
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