港股異動 | 中遠海控(1919.HK)漲近8% 料第三季盈利超預期 中金升目標價
格隆匯9月7日丨中遠海控(1919.HK)漲近8%,報4.24港元;中遠海控(601919.SH)亦漲近5%。中金公司發表報告,指上海出口貨櫃運價指數(SCFI)美線運價連創新高,中遠海控第三季盈利有望超預期。該行表示,需求超預期下關注9月中黃金週前的漲價窗口,閒置運力已快速回歸市場,美運線甚至出現加班船,運價在這一期間連創新高。中金預計中遠海控第三季度盈利約25至30億元人民幣。另外,旺季過後的運價水平有望超預期,為明年的長協合同價談判奠定基礎。該行指中遠海控盈利彈性大,國際航線平均運價每上漲1%,測算增厚公司2020年盈利約13億元。中金分別上調中遠海控2020年和2021年盈利預測34%和62%,上調A和H股目標價,A股目標升12%至6.96元人民幣;H股上調7%至5.38港元。AH股均維持“跑贏行業”評級。

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