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@JaniceZhu:
摩根大通分析师John Royall日前给予了西方石油“中性”评级,理由是该股表现超越大盘,但并非受基本面因素支撑。
他表示,西方石油在疫情低迷期间展现出“扎实的执行力”,以最低水平的资本支出维持稳定生产,并且在降低债务负担方面表现良好。
"总而言之,我们认为西方石油执行力良好,资本结构转变仍有发展空间,但在伯克希尔买进其普通股的带领下,该股表现优于大盘,由于伯克希尔的最终意图并不明朗,我们保持场边观望," Royall在给客户的报告中写道。
除了给出中性评级,Royall还将西方石油的目标价定为61美元,略低于当前的水平。
美银上个月也警告投资者,不要因为巴菲特最近大举买入西方石油股票就盲目跟风,并指出该股上涨空间有限,而巴菲特此举可能会重蹈2008年押注康菲石油失败的覆辙。
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