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瑞銀:降中海油服(2883.HK)評級至“中性” 目標價微升至11港元
格隆匯 10-29 14:28
瑞銀報告指,受第二季業績好過預期所支持,中海油服(2883.HK) 的股價自今年第二季低位以來已累積上升逾50%,相信其未來幾年的增長前景仍然強勁,但考慮到有關因素已逐漸反映在股價之上,甚至已體現市場對第三季業績向好的預期,因此將評級由“ 買入 ”降至“ 中性 ”,目標價由10.9港元輕微上調至11港元。
中海油服將於10月30日公佈第三季業績,該行估計第三季運營表現保持平穩,每股盈利或按季略微下降至0.18元(人民幣,下同)。考慮到較低的燃料成本將令整體EBIT利潤率表現好於預期,該行將今年每股盈利預測上調13%至0.46元。
另外,瑞銀行業新首選為中石化油服(1033.HK) ,給予“ 買入 ”評級。

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