汇丰:维持中海油目标价21港元及“买入”评级

美港电讯
28 Mar

【汇丰:维持中海油目标价21港元及“买入”评级】金十数据3月28日讯,汇丰发报告指,维持中国海洋石油(00883.HK)目标价21港元维持“买入”评级。该行认为,中海油资本开支增速快,已在2024年有所稳定,2025年资本开支指引为1250亿—1350亿元人民币,同时预计基于集团产量提升,2027—2027年资本开支仍有上升。将集团2025—2026年盈利预测下调0—1%。汇丰认为,中海油2024年盈利低于该行预期3%,主要是因为就海外资产减值高于预期,尽管实现油价有下降,但产量上升,盈利全年仍升11%至1380亿元人民币。目前集团仍然在进行成本控制,集团现金流充足,集团的财务谨慎,可能长期对股东有利。

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