《大行報告》瑞信一舉升安東油田服務(03337.HK)評級至「跑贏大市」 目標價上調至0.6元
瑞信發表報告指,安東油田服務(03337.HK)去年第四季經營更新顯示新訂單達12億元人民幣,按年下跌40%,但按季上升11%,主要是受海外業務持續改善所推動。此意味第四季收入為8.81億元人民幣,按季增長19%,表明復甦已近。
該行表示,由於今年的油價前景更佳(該行料布蘭特油價可達每桶59美元),預期三大中資油公司的資本開本將會再加快,估計按年提升10%至15%,國內開採及勘探活動亦會再次增加,有利安東油服今年的訂單。
瑞信上調安東油田服務股份評級,由「跑輸大市」一舉升至「跑贏大市」,目標價由0.29元上調至0.6元,並調升集團今明兩年每股盈利預測10%,以反映前景改善。
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