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《大行報告》摩通下調中海油服(02883.HK)目標價至10元 評級「增持」
摩根大通發表報告指,中海油服(02883.HK)第三季純利按季僅升5%,符合該行預期,但預料市場反應會負面。該行相信,盈利表現疲弱,主要由於第三季鑽井利用率的恢復較預期慢,及原材料成本和大宗商品價格上升。 摩通下調中海油服股份目標價,由11.8元降至10元,評級維持「增持」,並調低集團今年至2023年盈利預測分別16%、10%及10%。該行憂慮集團今年第四季實現的資本開支在較低水平的330億元人民幣,及可能繼續受到通脹影響。
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