《大行報告》大摩上調中海油服(02883.HK)目標價至13元 評級「增持」屬行業首選
摩根士丹利發表研究報告,預計中海油服(02883.HK)的鑽探合約利潤明年起將好轉,並會出現持續數年的上升周期,到2025至2026年達到高峰,因此將中海油服新增為行業首選股份,給予「增持」評級,目標價由11元調升至13元。
大摩認為,資產密集的海上鑽探合約將最後一個復甦的上游業務領域,因此預期資本支出將回升,促進業務發展,預測中海油服今年度鑽井業務息稅前利潤將達到5.6億元人民幣,並於2024至2025年大幅增長至15億及23億元人民幣,增長速度將高於市場預期。
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