中金:上調中國外運(0598.HK)目標價至3.86港元 評級“優於大市”
中金髮表研究報告,認為將中國外運(0598.HK)所處行業週期以及自身基本面均屬於階段底部,未來股價上行仍可期,上調公司A股目標價18%至6.18元,上調H股目標價29%至3.86港元,維持“優於大市”評級以及2020/2021年盈利預測不變。
中金指出,短期看,公司業績受益於出口持續景氣以及疫情影響下今年一季度的低基數等因素,未來半年將維持較高增速,對企業客户端的物流未來十年有望迎來大發展,頭部公司有望繼續獲得佔有率,公司工程物流和合同物流目前仍受疫情影響,明年有望恢復增速,公司目前估值仍低,尤其是港股。

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