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行业 - 石油和天然气 - 第一

    格雷厄姆坎宁安&团队花旗

    买方说:“他们是独立的心灵,而不是在工业的口袋里。”

    在第三名一年后返回顶部是花旗的六个在格雷厄姆·坎宁安下的六集团,38.总部位于香港的分析师追踪35股股票和“有更好的收益和预测”,而不是同行,宣布一个支持者。China’s Kunlun Energy is “our top long-term pick,” Cunningham says, on the belief that the oil and gas producer is well positioned to benefit from increased domestic demand for natural gas by virtue of its liquid-natural-gas import terminals and Shaanxi-to-Beijing pipelines. The team also likes China National Offshore Oil Corp. “We expect CNOOC’s valuation multiples will remain low, owing to weak volume growth, but we expect the stock to hit HK$20 a share driven by strong earnings performance,” he says. (The shares were trading near HK$16 in late March.) Cunningham, who joined Citi from J.P. Morgan in 2006, earned a bachelor’s degree in accounting and finance from Canada’s University of Manitoba. —保罗·斯明

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