MS-Oil Natural Gas Corp. Risk Reward Update-20250902
这篇研报讲什么？
摘要原文摘录We mark to market our estimates and update for the latest managementcommentary and recent annual filing. We expect hydrocarbon production to growfrom 51.5mmtoe to 54mmtoe, a ~2% C…
研究对象公用事业
发布机构摩根士丹利
分析师Mayank Maheshwari
发布日期2025-09-02
原始报告提供原始报告入口
机构观点归属摩根士丹利，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研究对象公用事业
股票代码不适用
公司共识评级样本不足近 180 天暂无有效评级
一致目标价样本不足近 180 天暂无有效目标价
研报摘要
摘要原文以原始报告为准
Reason for change
We mark to market our estimates and update for the latest managementcommentary and recent annual filing. We expect hydrocarbon production to growfrom 51.5mmtoe to 54mmtoe, a ~2% CAGR. We continue to expect oil prices to bebenchmarked to US$60/bbl, offset by better downstream profitability. This isreflected in our earnings estimates, which rise 2% for F26 but decline 7% for F27 and6% for F28. All told, our PT falls to Rs299 from Rs329.
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从单家公司继续回到行业研究。