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大行評級|瑞銀:維持中海油服“買入”評級 首季業績符預期

瑞銀髮表報吿指,中海油服首季業績符預期,維持“買入”評級,目標價10.8港元。

報吿指,中海油服第一季度淨利潤為6.36億元,按年增長57%,略超市場預期和符合該行預期。受惠於海外鑽機利用率的提高,以及高利潤率的油井服務板塊佔息税前利潤總額的比例上升至87%到88%(去年為83%),令第一季毛利率按年和按季分別上升2.6個百分點和1.2個百分點至16.4%。

瑞銀指,公司一直向海外擴張。挪威的一艘半潛式鑽井平台將於7至8月份投入營運。關於中東鑽井平台停運問題,公司正在積極探索其他地區的機會。

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