大行评级丨美银:上调中远海控目标价至13.5港元,预计下半年盈利前景强劲

格隆汇
Aug 31
美银证券发表研报指,中远海控上半年纯利及股东回报均符合该行预期。受惠于强劲的需求及港口拥堵支撑运价高企,该行预计公司下半年的盈利前景强劲,但短期的盈利强势已充分反映在估值之中,且市场忽视了2027至28财年逐渐加剧的行业逆风,因此将公司目标价由12.5港元上调至13.5港元,但重申“跑输大市”评级。因应集装箱运费长期维持高位,该行将2026至28财年每股盈测平均上调每股0.4元。展望2027年,该行指出,即使需求和港口拥堵情况持续超出预期,但受红海航线重开及新船交付带动,船舶市场进入下行周期的风险仍在上升。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10