该行认为亚洲区域内新增运力流入的影响相对有限,亚洲区域外对小船的刚性需求已有提升。中金发布研报称,考虑到海丰国际(01308)实现运价好于预期,该行上调2025/2026年净利润21.1%/20.3%至9.1/7.6亿美元,当前股价对应7.8/9.4倍2025年/2026年市盈率。考虑行业风险偏好下行,该行维持公司跑赢行业评级和24.3港元/股目标价不变,对应9.3倍2025年市盈率和11.2倍...
Source Link该行认为亚洲区域内新增运力流入的影响相对有限,亚洲区域外对小船的刚性需求已有提升。中金发布研报称,考虑到海丰国际(01308)实现运价好于预期,该行上调2025/2026年净利润21.1%/20.3%至9.1/7.6亿美元,当前股价对应7.8/9.4倍2025年/2026年市盈率。考虑行业风险偏好下行,该行维持公司跑赢行业评级和24.3港元/股目标价不变,对应9.3倍2025年市盈率和11.2倍...
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