《大行報告》匯豐研究升海豐國際(01308.HK)目標價至8.6元評級「持有」
匯豐環球研究發表報告表示,海豐國際(01308.HK)今年上半年經常性純利按年升25%至1.05億美元歷史高位會,主要受惠於燃料價格穩定。
不過,該行指雖然海豐國際業績表現強勁,但該行指公司第二季銷量增長惡化,按年下跌1%,第一季則按年升8%。此外,第二季平均售價按年升5.6%,較第一季下跌2%。海豐國際管理層將銷量下跌原因歸咎於中美貿易戰令商業信心疲弱。公司指東南亞區域貿易差過預期,但正在尋底,料公司可受惠於部分競爭對手退出市場。
匯豐環球研究表示,將海豐國際2019年盈利預測上調6%,但維持2020-2021年預測不變,目標價由8.5元微升至8.6元,重申「持有」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.