该信息由智通财经网提供 智通財經APP獲悉，摩根士丹利發佈研報稱，已更新中海油田服務(02883)的風險回報評估，理由是大摩 將公司去年第一至第三季的實際業績納入模型，並因鑽井收入優於預期，將去年預測每股盈利上調 2.5%，但維持2026及2027年的預測不變。大摩又將公司半潛式平臺日租金漲幅預測從8%上調至20%。 因此，將集團去年預測的鑽井收入上調6%，目標價隨之上調2.44%至9.22港元，評級"增持"。 ...

Core Insights - The article emphasizes the investment philosophy focused on small cap companies, highlighting the importance of identifying mispriced securities through understanding financial drivers and utilizing DCF model valuation [1] Investment Philosophy - The investment approach is not confined to traditional categories such as value, dividend, or growth investing, but rather considers all prospects of a stock to assess risk-to-reward [1]