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《大行報告》大摩升中海油服(02883.HK)目標價至12.12元 調高今年盈測一倍
阿思達克 11-05 10:45

摩根士丹利發表報告表示,相信市場已大致反映中海油田服務(02883.HK)於今年第二季及第三季業務上升趨勢的因素,基於上季業務強勁,決定上調對其2019年至2021年純利預測各102%、75%及44%,至24.02億、28.22億及33.8億人民幣,而該行關注公司明年日費率前景,料可成公司下一個催化劑。

該行對中海油服目標價由9.38元上調至12.12元,相當預測今年市賬率1.4倍,料公司服務業務可持續增長、毛利率改善,相信全球石油服務行業正處復甦周期起始階段,指公司在中海油(00883.HK)提高資本開支下處良好位置。

大摩維持對中海油服「與大市同步」評級,因股價經近期抽高後,相信公司正面因素(包括今年第二季及第三季業務上升趨勢)已反映在股價之上,目前估值相當市賬率1.3倍,並不吸引。

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