摩根大通研究报告指出,太平洋航运(02343.HK) 2025财年盈利逊预期,但鉴于搬迁成本预期在2026财年将大幅降低,且货运市场在2026年初走强,摩通认为,此次业绩未达预期主要不会再次发生,并相信集团中期投资理念依然完好。大摩表示,太平洋航运仍是香港/中国上市的唯一专注于小宗散货、并能受惠于其基本面改善的纯干散货航运公司,对集团正面看法维持不变。对集团2026至2028财年的税后净利润预测...
Source Link摩根大通研究报告指出,太平洋航运(02343.HK) 2025财年盈利逊预期,但鉴于搬迁成本预期在2026财年将大幅降低,且货运市场在2026年初走强,摩通认为,此次业绩未达预期主要不会再次发生,并相信集团中期投资理念依然完好。大摩表示,太平洋航运仍是香港/中国上市的唯一专注于小宗散货、并能受惠于其基本面改善的纯干散货航运公司,对集团正面看法维持不变。对集团2026至2028财年的税后净利润预测...
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