大摩:上调东方海外国际目标价至100港元 维持“减持”评级

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May 19
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  摩根士丹利发布研报称,上调东方海外国际(00316)目标价12.4%,从89港元上调至100港元,对该公司维持“减持”评级,主要考虑未来12-24个月供应过量。然而,如果现货市场在未来1-2个月内随着美国补货需求激增而表现强劲,大摩认为短期内有上行风险。大摩上调对东方海外国际2025和2026年每股盈利预测13.2%和11.1%,主要反映运费、运量以及海运燃油预测的变化。同时引入2027年每股盈利预测为1.23美元。对预测的变化反映中美贸易紧张局势缓和后,供需错配所导致的现货市场上行风险。

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