《大行報告》瑞銀:全球9月鑽機利用率持續上升 推薦中海油服(02883.HK)
瑞銀發表研究報告指,根據數據,9月海上鑽油平台總數微升,而鑽機利用率則按月持續上升。第三季布蘭特原油價格較次季上升10%至每桶85.9美元,主要是由於沙地阿拉伯減產和全球庫存下降。該行早前已將第四季布蘭特原油價格預測上調至92美元,並料未來18個月內將維持在80至90美元的區間波動。油價上升可能會提振油田服務公司的基本面,看好中海油服(02883.HK)。
該行表示,9月自升式鑽井利用率創下76.9%的新高,按月增1.5個百分點,按年則升5.3個百分點。半潛式鑽井平台為63.2%,按月減少2.8個百分點,按年升5.8個百分點。而鑽井船則為72.2%,按月降0.5個百分點,按年升4.7個百分點。整體而言,全球鑽機利用率較上月攀升0.6個百分點。
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