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里昂:升中海油服(2883.HK)目標價至12.71港元 評級“買入”
格隆匯 10-31 14:19
里昂發表報告指,中海油服(2883.HK) 今年第三季盈利錄得穩健增長,收入按年上升39%,純利更大增10.7倍,為自2014年第四季以來最佳的季度表現。季度業績表現強勁,相信主要推動力為油田器械業務的毛利改善,及鑽機業務的經營槓桿。
該行上調對中海油服股份目標價,由9.85港元升至12.71港元,評級維持“ 買入 ”,並上調集團今年至2021年的盈利預測分別35%、44%及26%,以反映鑽機利用率及營運日數較預期為強,和油田器械業務毛利繼續改善。里昂認為,在冬季淡季中集團任何的股價疲弱,都應可提供更佳的買入機會。

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