《大行报告》瑞信下调中海油服(02883.HK)目标价至10.2元 评级「跑赢大市」
瑞信发表研究报告指中海油服(02883.HK)去年纯利高於预期,相等於去年第四季纯利为5.49亿元人民币,剔除拨备项目的第四季核心纯利为10亿元人民币,是继2019年第三季後最强之一季。去年每股派息0.17元人民币,相等於派息比率按年维持30%。
该行指,相信公司今年会有一个较慢的开始,因首季是传统淡季,而且今年是十四五的开局之年,油气业仍在等待政策方向,且近期油价转弱。
该行将中海油服目标价由12.5元降至10.2元,评级「跑赢大市」,以反映今明两年每股盈利预期调降7%至9%,及计入2023年数字。
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