花旗:中海油田服務(wù)(02883)季績(jī)遜預(yù)期受外匯虧損拖累 重申“買入”評(píng)級(jí)_今頭條
(資料圖)
智通財(cái)經(jīng)APP獲悉,花旗發(fā)布研報(bào)稱,維持對(duì)中海油田服務(wù)(02883)“買入”評(píng)級(jí),目標(biāo)價(jià)11.6港元,相當(dāng)于預(yù)測(cè)2026年市賬率1倍,為平均水平高1個(gè)標(biāo)準(zhǔn)差。
中海油服首季純利8.56億元人民幣,同比跌4%,但按季增長(zhǎng)35%。若剔除約3億元人民幣匯兌虧損,核心盈利11.6億元人民幣,同比增長(zhǎng)34%,按季則跌6%,總體季績(jī)遜預(yù)期。管理層解釋,重大匯兌虧損主要來(lái)自母公司與海外附屬公司之間因會(huì)計(jì)處理而產(chǎn)生的貨幣差異,而非營(yíng)運(yùn)所致。公司正積極考慮調(diào)整功能貨幣或?qū)嵤﹤D(zhuǎn)股等措施,以減低未來(lái)影響。
報(bào)告指,業(yè)績(jī)顯示鉆井業(yè)務(wù)方面,自升式平臺(tái)及半潛式平臺(tái)使用率分別為91%及97%。油田技術(shù)服務(wù)板塊首季收入及EBIT同比升5%及18%,主要受海外綜合服務(wù)快速增長(zhǎng)帶動(dòng)。
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