大行评级|瑞银:下调海丰国际目标价至26.5港元 评级降至“中性”

格隆汇
Aug 08

瑞银发表报告指,海丰国际因亚洲区内运费强劲及货柜运输量健康增长,股价年内上涨35%,最近更在锦江航运及德翔海运公布上半年初步业绩后创下新高。然而,该行预测下半年利润将按年下降,主要是基于去年的高基数。该行认为目前股价已完全反映公司较同业高的回报溢价,因此将其评级由“买入”下调至“中性”,目标价由28港元下调至26.5港元。瑞银将海丰国际2025至2027年每股盈利预测分别下调6%/8%/9%,以反映该行对下半年货运量和运费率的审慎看法。

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