大摩：更新中海油田服务风险回报评估 目标价升至9.22港元

Core Viewpoint - Morgan Stanley has updated the risk-reward assessment for CNOOC Limited (02883) based on the inclusion of the company's actual performance from Q1 to Q3 of last year, resulting in a 2.5% increase in the earnings per share forecast for the previous year, while maintaining the forecasts for 2026 and 2027 unchanged [1] Group 1 - The drilling revenue forecast for the company has been raised by 6% due to better-than-expected drilling income [1] - The daily rental rate increase forecast for semi-submersible platforms has been adjusted from 8% to 20% [1] - The target price has been raised by 2.44% to HKD 9.22, with a rating of "Overweight" [1]