大行評級丨大摩:降中海油服目標價至11.5港元 下調每股盈測
大摩發表報吿指,中海油服(2883.HK)在沙特阿拉伯4座鑽井平台暫停作業後,調整對其盈利預測。現時假設當中2個鑽井平台可能會停工至年底,而另外2個鑽井平台可能會被轉移到新的油田,並於第三季恢復作業。今明兩年盈利預測因此分別降低8%和6%。此外,由於沙特阿拉伯的25座自升式鑽井平台已經停工,全球自升式鑽井平台的供需狀況可能會變得更加不利。大摩下調今年及未來幾年的日產量和利用率預期。總體而言,該行將中海油服今明兩年的每股盈利預期各下調12%。目標價下調12%至11.5港元,評級增持。
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