《大行》大摩微升太平洋航运(02343.HK)目标价至2.15元 评级降至“与大市同步”

阿斯达克财经
Jul 07, 2025

摩根士丹利研究报告指,太平洋航运(02343.HK) 在过去四个月表现出色,风险回报均衡。上半年及全年盈利预计将按年显著下降,但相信已反映在股价中。太平洋航运以每股资产净值(NAV)的估值折让、股东回报,以及Caravel Group持续的股份增持,均有助于缓解下行风险。大摩表示,太平洋航运今年迄今现货市场表现疲弱,其经营的小灵便型(Handysize)和超灵便型(Supramax)干散货船运费...

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