美银证券研究报告指,中远海控(01919.HK) 2025年下半年业绩略逊预期,第四季实现运价及终端利润表现较弱,但股东回报策略未变,公司宣派末期息,派息比率为50%。该行表示,霍尔木兹海峡为前景增添不确定性,但认为相关干扰的影响远细于红海事件,而中远海控目前估值已接近红海事件高峰时的0.9倍市账率。美银证券轻微调整中远海控2026至2028年每股盈利预测,上调幅度少于1%,以反映2025年下半年...
Source Link美银证券研究报告指,中远海控(01919.HK) 2025年下半年业绩略逊预期,第四季实现运价及终端利润表现较弱,但股东回报策略未变,公司宣派末期息,派息比率为50%。该行表示,霍尔木兹海峡为前景增添不确定性,但认为相关干扰的影响远细于红海事件,而中远海控目前估值已接近红海事件高峰时的0.9倍市账率。美银证券轻微调整中远海控2026至2028年每股盈利预测,上调幅度少于1%,以反映2025年下半年...
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