星展:上调中远海控(01919.HK)目标价至18.4港元 维持“持有”评级

智通财经
Sep 01
【星展:上调中远海控(01919.HK)目标价至18.4港元 维持“持有”评级】智通财经APP获悉,星展发布研报称,上调中远海控(01919.HK)2026年收入及盈利预测5%及38%,以反映上半年业绩胜预期及较高的运费假设,目标价由14.2港元上调至18.4港元,基于2027年预测市账率1倍,维持"持有"评级。公司2026年预测股息率约6%,提供下行支撑。中远海控上半年归母净利润达134亿元人民币,年度同比下跌24%,表现优于该行预期,主要受益于第二季度运费反弹强于预期。管理层预期运价在第三季度维持高位,第四季随着货运增长放缓而逐步回落。

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