大行评级丨大和:下调中远海控评级至“持有” 股价缺乏催化剂且盈利前景疲弱

中金财经
11 hours ago

  大和发表报告指,中远海控2025年第三季营运表现稳健,透过回购及股息提供丰厚的股东回报,但预期2026年盈利压力将加剧,将评级由“跑赢大市”下调至“持有”,因股价缺乏催化剂、盈利前景疲弱且目标价上行空间有限,目标价维持14港元。该行将2025年每股盈利预测上调18%,以反映第三季业绩好过预期,但基于运费率与货运量预测调整,2026至2027年每股盈利预测下调23至47%。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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