大行評級|麥格理:下調中海油服目標價至14.8港元 維持“跑贏大市”評級
麥格理髮表報吿指出,中海油服首季淨利潤按年增長57%至6.36億元,超出市場預期的5億至6億元水平;收入按年增長20%至100億元。油田技術服務佔總收入的57%及總利潤的87%。海外收入佔總收入的26%,相對於去年的21%有所增加。該行將中海油服2024至2026年每股盈利預測分別下調9.9%、4.9%及5.1%,以反映沙地4座鑽井平台暫停作業的影響。鑑於中海油服估值不高,該行維持對其“跑贏大市”評級,目標價下調11%至14.8港元,另認為公司的半潛式鑽井平台訂單將推動明年盈利增長。
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