《大行报告》大和升中海油服(02883.HK)评级至「买入」 目标价上调至7.4元
大和发表报告指,中海油(00883.HK)早前公布维持其今年国内资本开支及生产目标不变,符合该行预期及优於市场预期。
而中海油服(02883.HK)亦於同日公布今年首季业绩表现强劲,纯利按年增长35倍至11.39亿元人民币,其中更已包括8.46亿元人民币的资产减值。若撇除非持续性收益,公司首季纯利估计为6.09亿元人民币,仍然在高水平,而且四个业务板块的收入及盈利均有按年上升。
大和上调中海油服评级,由「跑赢大市」升至「买入」,目标价由6.3元上调至7.4元,并上调明年每股盈测20%。该行认为,中海油在国内的目标不变,对中海油服为主要的正面因素,有助支持其工作量。
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