巴西石油:资源勘探新周期 深海潜力有望加速释放

中金公司
Jul 19

投资亮点首次覆盖巴西石油(PBR)给予跑赢行业评级,目标价16.00 美元,首次覆盖巴西石油优先股(PBR/A)给予跑赢行业评级,目标价15.00 美元,对应2025 年3.0 倍EV/EBITDA。作为南美油气生产巨头,巴西国家石油公司拥有优质海上石油资产,公司业务涉及油气勘探生产、炼油石化等,理由如下:深海油气资源潜藏待启:近年来全球油气公司向深水、超深水等领域的勘探开发业务快速增长。2020...

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