《大行》汇丰研究上调海丰国际(01308.HK)盈测 12厘股息率支撑估值

阿斯达克财经
11 Mar

汇丰研究发表报告,指海丰国际(01308.HK) 去年下半年利润符预期,单位成本按半年升3%,但按年仍下降1%至423美元/标准货柜。总派息比率85%,隐含股息率达14%。区域需求韧性和小型船舶运力紧张,将支撑短期运费。受新年立约趋势增强的帮助,该行上调海丰国际2025年盈利预测14%至8亿美元,比市场预测高出8%。该行预计海丰国际2025年货量增长5%,平均运费率按年下降9%。重申“买入”评级,目标价26元。2025年预测12厘股息率支撑估值。(ad/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-11 12:25。)

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