《大行报告》美银证券上调太平洋航运(02343.HK)目标价至2.35元 评级「买入」
美银证券发表研究报告,乾散货市场运费今年有惊喜,受美国农产品出口、港口挤塞及宽体船供应不平衡影响,运费升至十年高位。报告称,惊喜部分元素属单次性,但有更多证据显示今年乾散货运正恢复其上行周期。
报告上调今年运费预测,并指乾散货市场今明两年基本面续佳,中国以外需求已准备好疫情後复苏,由於碳排放不确定性,运力供应压力仍相对温和。美银证券维持太平洋航运(02343.HK)「买入」评级,并提升今明两年每股盈测至分别16及23美仙,料2023年进一步增至52美仙,以反映费率增长,目标价由1.4元升至2.35元。
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