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《大行报告》瑞信下调中海油服(02883.HK)目标价至9.3元 评级「跑赢大市」
阿思达克 04-30 10:56
瑞信发表报告,指中海油服(02883.HK)今年度首季业绩令人失望,与行业表现类似。首季纯利1.81亿元人民币,按年跌84.1%,仅达到该行或市场全年度预测的6%,主要原因是首季活动水平下降,自升式钻井平台(主要是中国近海)利用率,按年下降14.6个百分点至70.2%,可能反映首季的季节性淡季因素,以及今年是十四五规划的开局之年,仍需等待政策方向。

瑞信将中海油服2021年至2023年度的每股收盈利预测下调6至11%,评级维持「跑赢大市」,目标价就由10.2元下调至9.3港元,A股目标价就由18.2元下调至16.4元人民币。

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