UBS Equities-China Oil and Gas Sector _Do China oil majors still offer va...-107517771
2024-04管理咨询37免费
报告维度
- 📄 文件全名
- 《UBS Equities-China Oil and Gas Sector _Do China oil majors still offer va...-107517771.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Since 2022, PetroChina-A/CNOOC-A/Sinopec-A shares have rallied 134%/150%/77%,
- and their H shares have risen 154%/214%/58%. Following the sizable rally, investor
- 7%/11%/17% net profit YoY growth for 2024, and think their Q124 results could beat
- payouts were 75% (including buyback)/ 50%/44%; and 5) historically, Chinese oil
- Rmb45/33/19bn, up 53%/26%/153% QoQ, slightly above consensus estimates.
- 🏷️ 核心议题
- #管理咨询