大和:重申中遠海運港口(1199.HK)“買入”評級 目標價9.4港元
大和發表研究報告指,中遠海運港口(1199.HK)持續出售港口資產及進行併購,有助優化資產基礎;加上預期公司未來三年股息率吸引,約5%至6%,重申“買入”投資評級,但將目標價由9.5港元下調至9.4港元。
大和表示,中遠海運港口的管理層重申今年權益吞吐量按年增長單位數的指引。該行又指,集團持續出售港口資產,料此舉有助優化集團碼頭資產組合,改善今年的淨資產回報。
大和續指,集團正建設全球化碼頭網絡。集團今年資本開支當中有大約8.3億美元,計劃用於碼頭資產投資,以及收購綠地港口資產和新興地區的港口資產,例如東南亞等。該行稱集團亦希望透過新科技以降低成本和提升效率。

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.