大摩发表报告指，分别将海丰国际(01308.HK) 2025至2027年的盈利预测上调8%、14%及13%，已纳入更高运费率的假设。维持用于推算情境估值的市盈率倍数，但因应近期地缘政治紧张导致的货柜运费上涨，将乐观情境估值权重从15%调升至20%，悲观情境权重则从15%降至10%。目标价由26.4元上调至30.1元。评级“与大市同步”。该行维持基本观点，中东地缘政治紧张局势似乎近期利好集装箱航运...
Source Link大摩发表报告指，分别将海丰国际(01308.HK) 2025至2027年的盈利预测上调8%、14%及13%，已纳入更高运费率的假设。维持用于推算情境估值的市盈率倍数，但因应近期地缘政治紧张导致的货柜运费上涨，将乐观情境估值权重从15%调升至20%，悲观情境权重则从15%降至10%。目标价由26.4元上调至30.1元。评级“与大市同步”。该行维持基本观点，中东地缘政治紧张局势似乎近期利好集装箱航运...
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