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汇丰研究升海丰国际(1308.HK)目标价至8.6港元重申“持有”评级
格隆汇 08-26 15:45
汇丰环球研究发表报告表示,海丰国际(1308.HK) 今年上半年经常性纯利按年升25%至1.05亿美元历史高位会,主要受惠于燃料价格稳定。不过,该行指虽然海丰国际业绩表现强劲,但该行指公司第二季销量增长恶化,按年下跌1%,第一季则按年升8%。此外,第二季平均售价按年升5.6%,较第一季下跌2%。海丰国际管理层将销量下跌原因归咎于中美贸易摩擦令商业信心疲弱。公司指东南亚区域贸易差过预期,但正在寻底,料公司可受惠于部分竞争对手退出市场。
汇丰环球研究表示,将海丰国际2019年盈利预测上调6%,但维持2020-2021年预测不变,目标价由8.5港元微升至8.6港元,重申“ 持有 ”评级。
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