《大行報告》瑞銀升中海油服(02883.HK)評級至「買入」 目標價14.2元
瑞銀發表報告指,中海油服(02883.HK)股價自今年1月高位已下跌了18%,因此將集團股份評級由「中性」升至「買入」,目標價維持14.2元。
該行相信,中海油服近期股價的回調主因國際油價下跌(長期布蘭特油價定價於每桶約50美元),及市場憂慮新型冠狀病毒肺炎造成的影響。
瑞銀認為,對比中資石油、天然氣及化工行業的其他股份,中海油服今年上半年盈利對是次疫情的敏感度較低,相信在現時的油價及天然氣價下,集團在中國離岸的資本開支計劃不會受阻。
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