《大行》高盛上调中海油(00883.HK)中石油(00857.HK)中石化(00386.HK)目标价 今明两年盈测上调2%

阿斯达克财经
Mar 13

高盛研究报告指,过去三年,中国海洋石油(00883.HK) 和中国石油(00857.HK) 展现了强劲的现金流生成能力,其于全球同业中的投资资本现金回报率(CROCI)排名提升,证明其估值理应趋同。展望未来,预期它们将维持约10%的顶级自由现金流收益率。高盛的分析强化了中海油领先的成本优势,其未来生产资产的布兰特原油收支平衡点低至约每桶30美元;中石油则受惠于强劲的上游天然气盈利及庞大的节省成本...

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