《大行报告》瑞银升中海油服(02883.HK)评级至「买入」 目标价11元
瑞银发表研究报告指,中海油服(02883.HK)的股价已自2月份高位回落近30%,考虑到去年第四季及今年首季表现,认为近期股价回落为投资者带来买入机会,预期现价水平相当於远期税後资本回报率近6%,与远期布兰特原油每桶50美元水平相符。
该行预期今明两年中海油服每股盈利将分别达到0.47及0.62元人民币,指出因对2月份原油及股票市场表现感担忧,其盈利预测较市场预期低,但认为当前股价已充分反映保守的市场预期,予目标价11元。
瑞银引述行业数据指,由於设备退役的影响,去年全球钻探机队规模收缩约5%,料有助稳定设备利用率,认为更换周期及行业整合,料致未来几年钻探机将继续退役,中海油服管理层指日费率回升将较油价落後一至两年,该行相信市场已在估值上充分反映上述因素,将中海油服评级由「中性」升至「买入」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.