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港股異動 | 中遠海控H股升超10%,中金稱運價創新高料助盈利超預期
uSMART友信智投 08-03 10:15

uSMART友信智投8月3日消息,週一港A兩市,中遠海控AH股齊齊大升,截至9:33分,中遠海控H股升10.96%,報3.23港元,A股升9.93%,報4.76元。

中金預計,中遠海控二季度盈利將大幅好於一季度,美西線運價再次上升並創有資料以來歷史新高,中遠旺季盈利將超預期,上調A股至跑贏行業評級。 

分析師楊鑫等在報告中寫道,上調2020-21年盈利預測15%、3%至29.44億 元和35.09億元。

公司A/H股市值較2007年峰值時大幅減少,而集運船隊規模比2007年增長6倍,巨大收入體量和低淨利潤率在行業週期向上時存在高盈利彈性

其他條件均不變,國際航線平均運價上升1%,測算增厚公司2020年盈利約13億元。

上調A股目標價14%至5.62元;維持H股跑贏行業評級,目標價上調10%4.22港元

截至上日收市,中遠海控A股股價報4.33元人民幣;H股股價報2.92港元。

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