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Hong Kong company reporting season
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Chinese oil firms tipped to post steep plunge in interim profits

Lower oil and gas prices, output cuts continue to weigh heavily on bottom lines

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Upstream profit for the second half is expected to improve as oil prices are expected to gain from the reduction in global inventories. Photo: Reuters
Eric Ng

China’s three state-backed oil and gas firms are expected to report this week some of their worst interim results since their stock market listings, as lower oil and gas output and prices continued to take a toll on their bottom lines.

Kicking off the sector’s reporting season, the nation’s largest oil and gas producer PetroChina is expected to post on Wednesday a headline net profit of 252 million yuan for the first six months of the year, the lowest since its listing in 2000, according to the average estimate of analysts at BNP Paribas, Nomura and Sanford Bernstein.

Had it not booked an estimated non-recurring accounting gain of 24 to 25 billion yuan from a stake disposal in its gas pipeline assets in Central Asia in the second quarter, it would have been deep in the red. It earlier posted a first-quarter net loss of 13.78 billion yuan, its first ever quarterly loss.

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“Given [the Brent crude oil benchmark] averaged [30.6 per cent lower year-on-year] at US$40.3 a barrel in the first half of the year, we expect all Chinese companies under coverage to [have incurred] a loss in upstream [oil] production,” Sanford Bernstein senior analyst Neil Beveridge said in a note.

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Nomura’s regional head of oil and gas research Gordon Kwan estimated the overall break-even point of PetroChina’s oil fields to be US$43 a barrel, compared to US$49 of rival China Petroleum & Chemical (Sinopec) and US$45 of CNOOC, the nation’s dominant offshore oil and gas producer.
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