里昂:上調中海油服(2883.HK)目標價至14港元 評級降至“跑贏大市”
里昂研究報告指中海油服(02883.HK)今年希望改善核心開發活動,及中長期戰略性聚焦於科技範疇。母公司中海油(00883.HK)穩定增加資本開支,及改善自升式/半潛式的利用率,均是公司今年盈利增長的主要來源。
投資於該股仍然是最佳方法捕捉由內地政策推動的資本支出上升週期及環球性油田服務復甦,該行將目標價由12.71港元調升至14港元,但評級由“買入”降至“跑贏大市”,因股價先前已作出強勁反彈。

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