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瑞银:下调中远海运港口(1199.HK)目标价至9.2港元 评级“买入”
格隆汇 08-30 11:11
瑞银发表的报告指,将中远海运港口(1199.HK) 2019至2021年盈利预测削3%至11%,以受中美贸易摩擦影响2019至2020年吞吐量增长前景较淡静,以及环球经济放慢的影响,另外该行亦估计受人民币贬值以及产品组合改变影响,每标准箱(TEU)溢利将降低。
该行指出公司股价已自4月高位回落约25%,已完全反映吞吐量增长放慢的影响,该行对公司的全球拓展策略及与母公司的协同效应有信心,维持“ 买入 ”评级,目标价由9.7港元降至9.2港元。
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