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摩根士丹利稱,哈里伯頓第一季業績超出預期,主要得益於強勁的國際市場成長。

-- 摩根士丹利週三在一份報告中指出,哈里伯頓(HAL)第一季業績略超預期,主要得益於國際市場的強勁表現,尤其是拉丁美洲市場的出色表現;而中東地區的業務中斷則對盈利造成了一定影響。 摩根士丹利表示,哈里伯頓的營收和息稅折舊攤提前利潤(EBITDA)均略高於市場預期。業績超預期主要得益於中東以外地區強勁的國際市場表現,其中拉丁美洲的營收超出市場普遍預期7%,超出摩根士丹利預期13%;北美地區的營收也略有增長,超出市場普遍預期2%,超出摩根士丹利預期4%。 報告還指出,管理層表示,中東地區的業務中斷導致第一季每股收益減少約0.02至0.03美元,預計第二季每股收益將減少0.07至0.09美元;而北美市場則呈現出「明顯的」復甦跡象。 「中東地區仍是關鍵的波動因素,短期內的市場動盪對業績構成壓力,但這支撐著未來幾年服務業需求的積極前景。此外,委內瑞拉也是哈里伯頓公司指出的另一個潛在的長期成長動力,」該銀行表示。 摩根士丹利將哈里伯頓的目標價從40美元上調至42美元,並維持「增持」評級。該公司股價當日上漲超過3%。

Price: $39.25, Change: $+1.10, Percent Change: +2.87%

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