You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大和:升海豐國際(1308.HK)目標價至23港元 維持買入評級
格隆匯 01-11 13:12

大和發表研究報吿指,海豐國際(1308.HK)將以1.62億美元的價格再建造6艘2600集裝箱船隻,目標是在2022年第三季至2023年首季交付。去年預算的19艘船的累計計劃資本支出為4.68億美元,預期在明年交付。該行將集團目標價由16港元上調至23港元,維持買入評級。

大和指,海豐國際一直加強自有船隻。鑑於其強大的現金產生能力,平均運營EBITDA達90%以上及有淨現金,該行認為集團不會面臨資金的財務壓力。

大和表示,由於疫情引起的供應短缺以及貿易需求的恢復,目前海運價格已上升至歷史最高水平。該行認為,運價飆升是因為空集裝箱的短缺和空運的巨大數量。該行預期,至少在今年上半年之前,海上運費將保持較高水平,屆時疫苗的廣泛供應可能會開始逆轉疫情帶來的破壞。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account