《大行》大摩降中石化(00386.HK)目标价至5元评级“增持”

阿斯达克财经05-03

摩根士丹利发表研究报告指，考虑到中石化(00386.HK) 2024财年首季业绩表现，决定将其2024至2026财年净利润预测，分别下调4%、7%、6%。主要基于该行削减中石化勘探及生产业务息税前利润(EBIT)，以考虑天然气价格按年下跌的情况；以及削减炼油板块EBIT，以反映原油价格高企的影响。大摩料中石化的下游业务或会持续疲弱，不过同时认为相关业务已被市场消化。而且下游资本支出已经见顶，公司于...

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《大行》大摩降中石化(00386.HK)目标价至5元 评级“增持”

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《大行》大摩降中石化(00386.HK)目标价至5元评级“增持”