港股異動丨中海油田服務漲逾5% 前三季度業績扭虧為盈至21.19億元
格隆匯10月31日丨中海油田服務(02883.HK)漲逾5%,報11.02港元,成交6507萬港元。中海油服昨日發佈2019年三季報,公司2019年1-9月實現營業收入213.35億元,同比增長55.52%;歸屬於上市公司股東的淨利潤21.19億元,同比增長865.56%。收益增長主要原因是集團緊跟市場復甦形勢,推動市場開拓,積極提升技術盈利能力和裝備板塊運營管理,作業量和使用率均有大幅增長,收入提升較大。傑富瑞上週發表報告表示,就中海油(00883.HK)公佈今年第三季資本開支升28%至195億人民幣,顯示其進展如期落實今年資本開支700億至800億人民幣預算,甚至最終或達到上限水平,該行估計中海油田服務將可最為受惠中海油的資本開支快速增長。該行相信,中海油田服務股價可獲市場重估,重申對其“買入”評級及目標價12.75港元。傑富瑞料,基於原油及天然氣產量和庫存因素,料中海油未來三年資本開支將持續提升。
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