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S-Oil目标价上调,战后油价与炼油利润率波动仍是关键
发布: · 来源: hankyung.com

一句$话总结: 新韩投资证券上调S-Oil目标价,认为即使战争结束,国际油价和炼油利润率的波动仍难以避免。
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新韩投资证券上调了S-Oil的目标价,并分析称,即使战争结束,国际油价和炼油利润率的波动仍不可避免。这一判断反映了炼油行业业绩对油价走势和各类产品炼油利润率高度敏感的结构。战争结束可能缓解供应不安,但并不意味着油价和炼油利润率会稳定在固定水平。因此,在判断S-Oil投资价值时,未来油价方向、炼油利润率波动幅度以及炼油景气的持续性被列为主要变量。来源: hankyung.com.
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