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大行評級|中銀國際:下調中海油服目標價至9.53港元 維持“持有”評級
中銀國際發表研究報吿指,中海油服首季純利按年增長57%至6.36億元,但僅達到該行全年預算目標的15%。另外,其鑽井平台的營運日數按年減少3%令人意外,顯示雖然市場有所改善,但其部分鑽井平台仍處於閒置狀態,或至少沒有全面運作。而中東4座鑽井平台於第二季暫停作業,或會影響集團於今年餘下時間的按季增長。雖然該行相信,集團可在開發海外市場方面取得進展,但仍對其近期盈利持謹慎態度。該行將集團2024至26年的盈利預測下調5至15%,並將目標價由9.69港元下調至9.53港元,維持“持有”評級。
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