《大行》摩通降级中海油(00883.HK)至“中性” 下调每股盈利预测

阿斯达克财经
Feb 11

摩根大通将中海油(00883.HK) (600938.SH) 评级下调至“中性”,因其股价已升穿该行目标价。同时,该行认为目前中海油估值已趋合理,并将行业偏好顺序调整为中石油(00857.HK) 、中石化(00386.HK) 及中海油。三间公司中,中海油业务组合的石油占比最高,因此对潜在油价下跌更为敏感。摩通预期中海油2026年股息收益率为5%,相较于中石油为6%;该行将中海油2026及27年每股...

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