《大行報告》瑞信上調中石化油服(01033.HK)目標價至0.9元 評級「跑贏大市」
瑞信發表報告,中石化油服(01033.HK)第三季虧損4,822萬元人民幣(下同),遜預期,首九個月盈利按年增加38.3%至3.2億元,分別佔該行和市場全年盈利預測的34%和44%。
瑞信指,第三季業績惡化原因包括颱風導致國內市場工作量減少;大宗商品價格上漲對毛利率帶來下行壓力;以及海外市場低迷,而這些項目通常擁有較高的毛利率。
由於第三季度業績遜預期,瑞信將集團今年每股盈利預測下調33%,並將2022年至2023年的每股盈利預測下調4至5%。目標價由0.85港元提高到0.9港元,維持「跑贏大市」評級。A股的目標價由1.85元人民幣提高到1.95元人民幣,維持「跑輸大市」評級。
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