美银证券发表报告指，将太平洋航运(02343.HK) 评级由“买入”降至“中性”，目标价由2.85元降至1.65元。该行指，留意到干散货物在今年进入下行周期，公司今年首季的锁定运价按年下滑。该行料公司今年的盈利将按年下跌，并且与市场预期相比存在50%的下行空间。同时该行亦提出，公司2024年没有宣派特别息令人失望，表明先前的回购实际上只是股息替代，而非额外回报。然而，该行认为大部分负面因素已被市场...
Source Link美银证券发表报告指，将太平洋航运(02343.HK) 评级由“买入”降至“中性”，目标价由2.85元降至1.65元。该行指，留意到干散货物在今年进入下行周期，公司今年首季的锁定运价按年下滑。该行料公司今年的盈利将按年下跌，并且与市场预期相比存在50%的下行空间。同时该行亦提出，公司2024年没有宣派特别息令人失望，表明先前的回购实际上只是股息替代，而非额外回报。然而，该行认为大部分负面因素已被市场...
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