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《大行报告》摩通上调太平洋航运(02343.HK)目标价至2.5元 评级「增持」
阿思达克 02-26 10:10
摩根大通发表研究报告,指太平洋航运(02343.HK)在去年下半年录显着复苏,并回复盈利。其今年开局强劲,波罗的海乾散货指数及波罗的海超轻便极限型指数等运费指标创十年高,预期行业今年供需基本面持续改善,在供应紧张下,大宗需求准备迎接显着反弹,目标价由1.7元升至2.5元,维持「增持」评级。

该行指,受惠环球工业活动、农作物需求、经济展望改善,以及商业活动重启,相信散货运需求将迎来显着增长;短期供应因货船交付高峰已过去及目前订单较小而维持在理性水平,管理层亦相信未有新一波订船的情况。

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