Update shared on 16 Dec 2025
Analysts have slightly raised their price target on China Oilfield Services to align with updated valuation inputs, citing a modest uptick in the assumed discount rate but broadly unchanged views on fair value, revenue growth, profit margins, and future price to earnings expectations.
What's in the News
- Removed from the SSE 180 Index, potentially impacting passive fund ownership and trading liquidity (Index Constituent Drops)
- Extraordinary General Meeting on December 2, 2025 approved cancellation of the Supervisory Committee and amendments to the Articles of Association, signaling a significant change in governance structure (Changes in Company Bylaws/Rules)
- Extraordinary General Meeting on December 2, 2025 considered multiple governance related resolutions, including revisions to meeting procedures, board rules, independent director system, connected transaction decision making, and the supervisory committee framework (Special/Extraordinary Shareholders Meeting)
- Board meeting scheduled for October 29, 2025 to review and approve third quarter 2025 results, providing the next key update on operating performance (Board Meeting)
Valuation Changes
- Fair Value: unchanged at an implied equity value of HK$9.50 per share, reflecting stable long term fundamentals.
- Discount Rate: risen slightly from 7.69 percent to 7.72 percent, modestly increasing the required return embedded in the model.
- Revenue Growth: effectively unchanged at around 5.45 percent, indicating a steady outlook for top line expansion.
- Net Profit Margin: stable at approximately 9.45 percent, suggesting no material revisions to profitability expectations.
- Future P/E: edged down slightly from 9.37x to 9.35x, implying a marginally cheaper valuation on forward earnings.
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