中金:上调太平洋航运(02343.HK)目标价33.5%至4.54港元 维持“跑赢行业”评级

智通财经
Sep 21
【中金:上调太平洋航运(02343.HK)目标价33.5%至4.54港元 维持“跑赢行业”评级】智通财经APP获悉,中金发布研报称,考虑到近期运价好于该行预期,上调太平洋航运(02343.HK)2026/2027年盈利37.1%/42.7%至2.41/2.57亿美元,当前股价对应11.4/10.7倍2026/2027年市盈率。该行维持“跑赢行业”评级,上调目标价33.5%至4.54港元/股,对应12.5/11.7倍2026/2027年市盈率,较当前股价有9.66%上行空间。该行于本周五组织公司进行非交易型路演,近期小宗干散货运价持续上行,截至9月17日,BSI、BHSI运价指数分别周环比上涨2.9%、5.3%,同比分别上涨18.1%、21.7%,该行看好公司受益于运价上行,全年实现较好盈利表现。

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