《大行》美银证券升海丰国际(01308.HK)目标价至37元 上调每股盈利预测

阿斯达克财经
Mar 11

美银证券研究报告指,海丰国际(01308.HK) 去年下半年业绩无真正惊喜,期内净利润为5.93亿美元,略高于该行预期,位处于公司早前发盈喜预告的上限水平。考虑到短期港口挤塞及红海重开延迟的情况,支持亚洲区运费今年于较高水平维持更长时间,该行将公司2026至2028年每股盈利预测平均上调10%。另外,该行预期公司2026年平均运费按年下跌2%,2027年运费跌幅将加快,因红海或将重开;目标价由27...

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