《大行報告》瑞信上調中海油服(02883.HK)目標價至9元 評級「跑贏大市」
瑞信發表報告指,油價自去年11月底起已上升30%,並迅速逼近每桶90美元,爲自2014年以來最高水平。
該行預期,中海油服(02883.HK)在今年的經營環境會有所改善,將推動今年的盈利增長,並對其股價的上升趨勢有強勁支持,而不僅是追蹤油價走勢。另一方面,在中海油(00883.HK)今年資本支出預算爲900億至1,000億元人民幣下,境內市場前景趨穩,但瑞信認爲中海油服今年的投資主題將是海外市場復甦。
瑞信將中海油服股份目標價由8元升至9元,評級維持「跑贏大市」。
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