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CNOOC Limited 2012-12-11T08:50 財經茄呢啡 美林預期,收購石油公司Nexen可提高中海油的2013年生產量28%、儲藏量22%和每股盈利4.3%。中海油附屬公司中海油田(2883)亦為此項收購的受惠者。因為中海油田可能取代部份Nexen的油田服務供應商。美林給予中海油目標價16元,與現價相若;而中海油田的目標價為20元,潛在升幅23.2%。
CNOOC Limited 2012-12-11T08:47 財經茄呢啡 加拿大於上周末批准中海油(883)收購當地石油公司Nexen,瑞信預計,收購Nexen可把中海油的產量提高33%,其中8%為中海油本身的增長,利息及稅前盈利推高19%,及每股盈利提升5%。瑞信認為此收購作價公平,對中海油的盈利、技術和生產都能增值。瑞信維持對中海油跑贏大市的投資建議,目標價20元。
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