中金发表报告指，太平洋航运(02343.HK) 公布2024年全年业绩。收入25.82亿美元，按年增加12.4%，净利润1.32亿美元，对应每股基本盈利2.54美仙，按年增加20.4%，公司业绩略低于该行预期，主要因公司下半年实现的TCE运价略低于该行预期。
由于年初以来运价不及预期，下调2025年盈利预测43.4%至1.57亿美元，首次引入2026年盈利预测1.75亿美元，当前股价对应2025/2026年7/6.3倍市盈率。考虑盈利预测调整，但行业风险偏好提升，下调目标价30%至2.1港元。认为估值及股息具吸引力，维持“跑赢行业”评级。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-06 16:25。)
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