交銀國際:升東方海外國際(0316.HK)目標價至76港元 評級上調至買入
交銀國際研報指,將東方海外國際(0316.HK)評級由中性上調至買入,目標價由35.8港元上調至76港元。
該行指,由於公司歐洲航線的固定費率合同佔比較少,認為歐洲運費近期走強,可立即提升公司收入。基於東西貿易航線收入佔比較大,預計第4季度業績勝預期。
因預計西方國家補貨需求將持續到明年上半年,以及現時庫存與銷售比率處於5年低位,進一步支撐2021年的市場貨運量,料公司明年跨太平洋合同運費可提高2-3成,並確保2021年收入。

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