《大行報告》匯豐研究下調中海油服(02883.HK)目標價至8.8元 評級「買入」
匯豐環球研究發表報告指,中海油服(02883.HK)上半年業績較第一季有所改善,但中績仍是疲弱,收入及經營利潤按年分別下降12%及39%,主要由於工作量下降,及去年同期有一次性的保險和解收入,令基數較高。
為反映鑽井和服務業務在上半年的趨勢,該行下調中海油服今年至2023年盈利預測分別29%、14%及18%,H股股份目標價由9.85元降至8.8元,評級維持「買入」。該行認為,集團H股估值仍然吸引,相當於明年預測市盈率8倍。
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