印度石油公司或受到沉重打擊

據(jù)道瓊斯5月21日消息，野村證券表示，疫情可能給印度石油公司的盈利帶來沉重打擊，因為2021財年印度石油需求可能下降15%-16%。野村證券表示，2020財年印度的石油產(chǎn)量下降了6%，降至18年來的最低水平，隨著疫情導致的石油生產(chǎn)設施的關(guān)閉，印度石油產(chǎn)量的下降幅度可能會在2021財年進一步加大。印度國內(nèi)天然氣價格正處于2010年6月以來的最低水平，并可能在2021財年下半年進一步下跌。野村證券將印度油氣公司(ONGC）和石油印度公司(Oil India)的股票評級從買入下調(diào)至減持，將ONGC的目標價從175印度盧比下調(diào)至65盧比，將石油印度公司的目標價從205盧比下調(diào)至70盧比。

張春曉 摘譯自 道瓊斯

原文如下：

Indian Oil Companies Likely to Be Hit Hard by Covid-19

Indian oil companies' earnings could be hit hard by Covid-19, with FY 2021 oil demand likely to be reduced by 15%-16%, Nomura says. India's oil production fell 6% to an 18-year low in FY 2020, and with coronavirus-related shutdowns, the decline could be steeper in FY 2021, the brokerage says. Domestic gas prices are at their lowest since June 2010 and may fall further in 2H FY 2021. Nomura cuts the stock ratings of Oil & Natural Gas Corp. and Oil India to reduce from buy, and lowers ONGC's target price to INR65 from INR175 and Oil India's target price to INR70 from INR205.