高盛:降中远海控(1919.HK)目标价至4.2港元 评级“买入”
高盛发表报告表示,中远海控(1919.HK)
股价在贸易摩擦后下跌,目前估值已低于今年1月的低位,当时中美贸易关系正有松懈的迹象,该行指,中远海控目前的估值已经反映两国的谈判会有31%机会停止,并相信中远海控目前是一个吸引的买入点,公司上半年业绩稳健,认为可以支持其价格稳定。
该行表示,维持中远海控“
买入
”评级,相信可受惠供需关系改善、行业重组后竞争结构改善,目标价由4.8港元降至4.2港元,此相当预测明年市账率1.3倍,并下调对其2019至2021年每股盈利预期1-4%,以反映货量减少及成本增加。
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