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研報掘金|中金:予中海油服H股“跑贏行業”評級及目標價10.5港元 指其具有吸引力

中金髮表報吿指,中海油服公吿,共有4座中東鑽井平台收到暫停作業的通知,公司指引樂觀情形為4座平台暫停三個月;悲觀情形為4座平台暫停至今年底;對應營業收入影響約2.3億至7億元,對應經營利潤影響約2億至4億元,認為公司中東鑽井業務或在短期受到影響。中金認為,雖然中東客户沒有賠償,但認為公司有望在短期內找到合適的其他鑽井訂單,主要因為海外油服行業景氣度良好,同業公司在基本均在短期內找到了合適的鑽井訂單;國內業務穩定,增量可期。其他中東鑽井訂單沒有影響。

中金判斷中海油服H股估值仍處低位,該股在4月5日(上週五)股價下跌16%,認為已經隱含了市場對4座平台完全停產的預期,指該股具有吸引力,予“跑贏行業”評級,H股目標價10.5港元。

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