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《大行報告》瑞銀降中海油服(02883.HK)評級至「中性」 目標價上調至11元
阿思達克 02-10 14:49
瑞銀發表報告,相信中海油服(02883.HK)將有強勁的盈利上升周期,市場對此已有部分反映。不過,該行認為市場或對集團今年的盈利增長過份樂觀,因去年盈利包括了集團與挪威石油公司Equinor就作業合同和解所獲的13億元人民幣,而日費率亦料會繼續受壓。

該行表示,中海油服H股股價較去年11月的低位反彈逾倍,目前已回到約一年前水平,而H股現時仍較去年1月的高位下跌約20%,與油價的下跌大概一致。另外,該行相信集團H股反映稅後投資資本回報率為7.5%,與油價稍低於近期現貨水平相符。

瑞銀下調中海油服H股評級,由「買入」降至「中性」,目標價則由9.8元上調至11元。行業中,該行喜好中海油(00883.HK)及海油工程(600583.SH),評級均為「買入」。

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