中金:維持安東油田服務(3337.HK)“跑贏行業”評級 目標價1.60港元
中金髮布報告稱,安東油田服務(03337.HK)公佈了3Q19經營數據以及4Q19經營情況展望。3Q19公司新增訂單大約為12億元人民幣,同比大幅增長86%。 其中公司國內市場新增訂單同比大幅增長97%,海外市場新增訂單同比增長78%。
公司在伊拉克市場的新增訂單同比下降25%,主要由於部分大型項目因油公司招標評標進度安排,未能於3Q19完成訂單確認。不過,3Q19之後公司在伊拉克市場已經簽得了約7100萬美元的新訂單,將被計入公司4Q19的新增訂單中。
預計公司3Q19收入將同比小幅下降 8%至7.6億元人民幣, 主要由於公司位於伊拉克的一個項目啟動延遲,不過認為這屬於非經常性因素。
該行表示,維持“跑贏行業”評級以及目標價1.60港元。
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