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《大行報告》大摩:中海油服(02883.HK)簽墨西哥服務合同 重申「增持」評級
大摩發表報告指,中海油服(02883.HK)子公司與墨西哥石油公司簽署9億元人民幣服務合同,顯示中海油服的綜合技術服務已打開當地市場。雖然石油資本支出周期仍在持續,但公司將通過提高市場份額推動中期增長。 大摩指,除了目前不斷提高的鑽井業務日產量和更多的海外合同外,認為中海油服的技術油井服務業務是公司在過去幾年中在多個領域取得突破後,未來幾年的另一個主要增長動力,而尚未反映在目前股價。重申「增持」評級,目標價11元。
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