大摩:相信中海油服(2883.HK)股價30日內將跑贏同業 評級“增持”
摩根士丹利發表技術研究報告,料中海油服(02883.HK)未來30日內股價將跑贏同業,發生此概率料60%至70%,予“增持”評級,目標價14.99港元。
報告稱,中海油(00883.HK)將在下週一(13日)舉行其2020年戰略預覽發佈會,並公佈今年產量和資本開支指引,該行相信生產及資本開支增加,將會是中海油服的正面催化劑。
大摩預計,中海油2020年的資本支出將達到820億元人民幣以上,意味中海油服今年工作量增加,及意味今年盈利可持續改善。惟該行提醒,中海油服或面對未來油價走勢或遜預期、中海油的資本開支有可能低於預期,以及供應增加導致鑽油平台日費回調等風險。

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