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大行評級|中銀國際:下調中海油服目標價至9.69港元 評級降至“持有”
中銀國際發表報吿指,中海油服於中東營運的7座自升式鑽井平台,有其中4座被客户吿知須暫停運行。主要由於沙地阿美最近放棄2027年的可持續產能目標,導致該地區須推遲海上石油項目開發。中銀國際假設,若4座自升式鑽井平台於今年第二季至第四季繼續暫停運作,中海油服今年的盈利將減少約5%。不過公司現時共擁有46座自升式鑽井平台,以及14座半潛式鑽井平台。因此相關鑽井平台停運,對公司未來表現未必造成太大影響。同一時間,該行指中東是中海油服重點擴張的兩個地區之一。以上鑽井平台停運的消息對市場而言屬負面意外,並指中海油服在該地區為停運的鑽井平台尋找新客户並不容易。中銀國際將中海油服H股的目標價由10.71港元下調至9.69港元,評級降至“持有”。
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