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《大行報告》麥格理下調中海油服(02883.HK)目標價至19.2元 評級「跑贏大市」
麥格理發表研報指,中海油服(02883.HK)有計劃大幅提升關鍵油井服務產品業務的市場份額,目標將全球市場份額由去年的4%,提升至2025及2030年的8%及15%,預計公司透過充分利用鑽機和油井服務方面的競爭優勢,2023至2028年間綜合服務收入年複合增長率將達到9%。 麥格理預計中海油服今年上半年淨資產將按年增長20%以上,達到約13億元人民幣,當中有部分會被一次性鑽井平台改造成本所抵銷,又指中海油服目前被嚴重低估,為反映一次性支出的影響,將2023至2025年每股盈利預測削減10%至22%,目標價由19.8元降至19.2元,維持「跑贏大市」評級。
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