大行评级|大摩:下调中远海控目标价至9.5港元 评级“减持”

格隆汇
Sep 10, 2025

摩根士丹利发表研究报告指出,在中远海控今年上半年业绩后,将其2025至2027年盈利预测分别下调12%、9%及9%,以反映集装箱航运盈利能力的降低。该行对中远海控目标价从9.6港元下调至9.5港元,评级“减持”。大摩预计中远海控2025至2026年供应压力将持续来自新船交付,导致集装箱航运下行周期。

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