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《大行報告》瑞信上調中海油服(02883.HK)目標價至10元 評級「跑贏大市」
瑞信發表報告指,中海油服(02883.HK)昨日(25日)舉行了今年策略日,表明油田服務市場正在復甦,看法與其環球同業過去一週對去年第四季業績作出的評論類似。 該行表示,由於中海油(00883.HK)今年的資本支出預算穩步增加(按年增長最多10%),中海油服今年的自升式鑽井平臺利用率料可由去年首九個月的70%,提高至88%。另外,集團亦預計今年將簽署12億美元的新海外合同。 瑞信上調中海油服股份目標價,由9元升至10元,對其估值延伸至2022年,相當於預測今年市賬率1倍,維持「跑贏大市」評級。
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