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《大行报告》大摩升中海油服(02883.HK)目标价至12.12元 调高今年盈测一倍
阿思达克 11-05 10:45

摩根士丹利发表报告表示,相信市场已大致反映中海油田服务(02883.HK)於今年第二季及第三季业务上升趋势的因素,基於上季业务强劲,决定上调对其2019年至2021年纯利预测各102%、75%及44%,至24.02亿、28.22亿及33.8亿人民币,而该行关注公司明年日费率前景,料可成公司下一个催化剂。

该行对中海油服目标价由9.38元上调至12.12元,相当预测今年市账率1.4倍,料公司服务业务可持续增长、毛利率改善,相信全球石油服务行业正处复苏周期起始阶段,指公司在中海油(00883.HK)提高资本开支下处良好位置。

大摩维持对中海油服「与大市同步」评级,因股价经近期抽高後,相信公司正面因素(包括今年第二季及第三季业务上升趋势)已反映在股价之上,目前估值相当市账率1.3倍,并不吸引。

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