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美銀證券:上調中海油服(2883.HK)目標價至15.8港元 評級“買入”
格隆匯 01-09 13:49
美銀證券發表報告表示,對於中海油服(2883.HK) 就子公司對Equinor興訟一事,已達成庭外和解並簽署和解協議,且Equinor將向中海油服支付約13億元人民幣,預期中海油服2020至2021年税後純利因此有望提升。報告又指,若該筆和解金於今年內入帳,中海油服今年度税後純利料升26%至44億元人民幣。此外,該公司與Equinor簽署合作關係的框架協議,預期中海油服短期內或可獲得更多Equinor的合約。
該行上調其長期經營利潤率預測,由11.8%升至12.8%,相對於2019至2021年則料介乎15%至17%,目標價相應由13.3港元升至15.8港元,重申“ 買入 ”評級。

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