《大行》大和一举降太平洋航运(02343.HK)评级至“跑输大市” 目标价升至3.25元

阿斯达克财经
Mar 04

大和发表报告指,太平洋航运(02343.HK) 2025年盈利逊预期,股价强劲反弹恐难持续。评级由“买入”连降三级至“跑输大市”,因当前估值偏高,高于三年均值3个标准差,且股价催化剂有限。目标价就由3元上调至3.25元。大和指,基于2025年盈利未达预期,并反映最新期租等价收益(TCE)假设,将太平洋航运2026至2027年每股盈利预测下调46%至53%。报告指,从太平洋航运管理层论述及远期合约...

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