大和:重申中海油田服務(2883.HK)持有評級 目標價上調至9.5港元
大和發表研究報吿表示,投資者可能對中海油田服務(2883.HK)的日費率今年恢復至2019年水平感到過於樂觀,由於中海油服的日費率很大程度上參考了全球平均水平,“並仍接近底部”,因此日費率極不可能在2021年回到2019年的水平,該行將其目標價由6.5港元上調至9.5港元,重申持有評級。
大和指出,儘管今年公司所有四個部門的工作量都將保持在類似2019年和2020年上半年的較高水平,但管理層上週提及費率恢復緩慢,與客户的費用談判結果喜憂參半,維持公司今年純利預測為按年跌24%,亦指出公司的資本支出指引有助長期穩健發展。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.