【花旗:降中远海控(01919.HK)评级至“沽售” 目标价下调至12.1港元】智通财经APP获悉,花旗发布研报称,覆盖

智通财经
25 Jun
【花旗:降中远海控(01919.HK)评级至“沽售” 目标价下调至12.1港元】智通财经APP获悉,花旗发布研报称,覆盖三家亚太区班轮公司2026年市净率约为0.8倍,估计股本回报率约为5%至9%。该行认为中远海运(01919.HK)年初以来股价同比上升约20%,加上中美贸易紧张局势加剧,带来负面风险回报,因此将中远海运H股评级由“买入”一举下调至“沽售”。H股目标价亦由13.3港元降至12.1港元。花旗指长荣海运现在是该行覆盖三家亚太区班轮公司唯一获“买入”评级,因其应可受惠于海洋联盟的运力调整,以及美国贸易代表署对中国内地制造船只的额外港口收费。

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