《大行報告》摩通下調太航(02343.HK)評級至「中性」 目標價1.2元
摩根大通發表報告指,太平洋航運(02343.HK)過去一個月股價累升26%,表現跑贏恆指,主要由於運費回升,波羅的海指數於同期上升225%,太航主要貨船種類型小靈便型乾散貨船指數亦上升50%。隨著股價接近該行目標價,風險回報水平趨向更平衡,加上相信近期運費上升主要由於鐵礦石及煤炭之存貨重整,相信有關趨勢已接近尾聲。另外中美關係再度緊張,或再度引發貿易磨擦。
該行降太航評級,自「增持」降級至「中性」,盈測小幅調整,降今年盈測1%,升明年盈測3%,目標價維持於1.2元。
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