金吾财讯 | 太平洋航运(02343)逆市走高，截至发稿，报3.17港元，涨7.82%，成交额3695.06万港元。消息面上，太平洋航运公布，今年首季，公司的核心业务录得小灵便型及超灵便型干散货船按期租合约对等基准的日均收入(TCE)分别为12,130美元及13,970美元，按年增加11%及14%，日均收入分别超越期内BHSI及BSI现货市场指数1,030美元及2,050美元。美银证券发表研究报告指，太平洋航运第一季营运数据表现乐观，加上第二季已锁定强劲费率，因此将公司今年每股盈测上调24%，但维持“中性”评级，续予目标价3.7港元。报告提到，太平洋航运管理层对下半年展望乐观，主要由于潜在的天然气转向煤炭需求转移。该行指，由于煤炭替代效应及宏观经济情势尚待进一步明朗化，目前的下半年运费预测将为略高于远期曲线的水平。
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