一、高盛上调 中远海能 目标价与盈利预测高盛发布研报,将中远海能(01138。HK)2026及2027年的净利润预测分别上调11%与12%,以反映运费更高的预期。同时,该行将中远海能港股目标价上调48%至16港元,并将A股目标价提升10%至18元人民币,维持“买入”评级。这一调整基于对国际运价进一步上行空间的乐观预期。二、影子船队退出推动运价上涨高盛认为,国际运价仍有进一步上行空间,主要受益于影子...
Source Link一、高盛上调 中远海能 目标价与盈利预测高盛发布研报,将中远海能(01138。HK)2026及2027年的净利润预测分别上调11%与12%,以反映运费更高的预期。同时,该行将中远海能港股目标价上调48%至16港元,并将A股目标价提升10%至18元人民币,维持“买入”评级。这一调整基于对国际运价进一步上行空间的乐观预期。二、影子船队退出推动运价上涨高盛认为,国际运价仍有进一步上行空间,主要受益于影子...
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