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港股異動 | 港口航運股走強 太平洋航運(2343.HK)大漲12%
格隆匯 03-01 10:35
格隆匯3月1日丨港口航運股走強,太平洋航運(2343.HK)大漲12%,海豐國際、中遠海控漲超5%,中遠海運港口、中國外運、廈門港務等紛紛上漲。太平洋航運近日公佈2020年度業績稱,由於上半年的貨運市場疲弱,集團錄得1940萬美元的年度基本虧損。績後摩通發研報指,公司在去年下半年錄顯著復甦,並回復盈利。其今年開局強勁,預期行業今年供需基本面持續改善,目標價升至2.5港元,評級“增持”。匯豐亦重申買入評級,目標價上調至2.3港元,相信該股的重估應會繼續下去。板塊上,交銀國際認為,當前堅挺的需求以及持續的設備短缺,將在短期內支撐集運企業的股價,維持東方海外和海豐國際的買入評級。

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