《大行》汇丰研究降太平洋航运(02343.HK)评级至“减持”股价涨幅远超基本面

阿斯达克财经
Mar 04

汇丰环球研究发表报告指,太平洋航运(02343.HK) 昨天(3日)公布截至去年12月底止全年业绩,其中去年下半年业绩因报告的按期租合约对等基准收入(TCE)租金率下降逊预期;虽然中东地缘政治干扰或短期提振集团租金率,但预计集团供需失衡续拖累盈利;此外,集团股价上涨但股本回报率仍低迷;市场过于乐观。将集团评级从“持有”降至“减持”,但目标价从2.4元升至3元。该行预计,太平洋航运今年表现将较为温和...

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