Bernstein:下调中海油服(2883.HK)评级至“与大市同步” 目标价11.9港元
Bernstein发表研究报告预期,中海油(0883.HK)明年资本开支增长速度下降,减慢中海油服(2883.HK)的盈利增长,下调中海油服投资评级至“与大市同步”,目标价为11.9港元。
该行续指,今年在油价下跌的情况下,中海油的资本开支仍上升20%,但认为其上升趋势未能持续,料明年资本开支增长6%-7%,并预期今年中海油服EBITDA上升86%,但料明年EBITDA增速将放慢。

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