瑞信:予安东油服(3337.HK)目标价1.2港元 评级“跑赢大市”
瑞信发表研究报告,指中东地缘政局升温,引起市场对安东油服(3337.HK)
伊拉克营运的关注。其周一(6日)股价跌约7%,跑输绝大部分受惠油价上升的油服股同业。
该行从安东油服得知,伊拉克业务现时营运正常,未受政局影响。在去年首九个月,安东油服总收入42%及约50%的现有积压订单来自伊拉克。公司现与伊拉克最大油田之一Majnoon油田有两年服务合约,占去年首九个月安东油服海外收入约35%。
瑞信称,伊拉克局势仍波动,增添不确定性,但基本假设是不会爆发全面危机。瑞信仍会密切监察最新发展。安东油服现价相当于今年预测市盈率5.2倍,预测市帐率0.7倍,属历史均值下端,予目标价1.2港元,评级“
跑赢大市
”。
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