中银国际发表报告指，中海油服(02883.HK) 第三季盈利按年下降9%，按季下降11%至8.52亿元人民币，比该行预测低9%。其盈利受到天气相关干扰和外汇损失的打击。 假设不再受到此类影响，预计第四季盈利将按季增长18%。
该行指，中海油服有信心在今年年底前为所有暂停的自升式钻井平台找到新的合同。更重要的是，随着该公司开始执行一些高价值钻井合同，预计其明年盈利增长将加速。
经过业绩调整后，该行将中海油服2024至2026年盈利预测分别调整-3%、11%及2%。重申“买入”评级，目标价由9.62元小幅下调至9.55元。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-29 16:25。)
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