《大行》汇研升招商局港口(00144.HK)目标价至14.5元 评级上调至“持有”

阿斯达克财经
Jul 20

汇丰研究发表报告指,招商局港口(00144.HK) 上半年的总集装箱吞吐量保持稳定上升趋势,达到7,830万TEU的历史新高,按年增长4.6%。该行指出,招商局港口全球布局为地缘政治局势提供了有效的缓冲。展望未来,该行预期公司受扩建项目所带来的新增产能支撑,整体吞吐量将保持低至中个位数增长。鉴于高于预期的吞吐量势头,该行将招商局港口2026至2027财年的纯利预测上调3至4%,并预计2026年总...

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