中远海能早盘涨近6% 公司受益于规模化的油轮运力业绩弹性显著

新浪港股
Jan 26
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  中远海能(01138)早盘股价上涨5.91%,现报13.62港元,成交额1.97亿港元。

  财通证券发布研报称,受益于规模化的油轮运力,招商轮船中远海能业绩弹性显著。以VLCC为例,TCE每增长1万美元/天,招商轮船、中远海能年化净利润预计分别增长11亿元、9.5亿元。该行指出,复盘近十年油运景气高点,据iFinD一致预期,在盈利预测口径下,业绩上调后PE普遍能达到13-15倍,目前A股油运上市公司估值仍有一定提升空间。倘若合规市场供需进一步改善,有望进一步提升油运公司估值,同时应重视相关标的港股的折价机会。

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