《大行報告》匯豐研究上調海豐國際(01308.HK)目標價至28元 評級「買入」
匯豐研究發表報告指,海豐國際(01308.HK)去年下半年及全年利潤達新高,運量於第四季持續復甦,均價同時亦見提升,因新船供應較少,料今年復甦持續。該行上調海豐今明兩年盈利預期9-15%,重申「買入」評級,目標價由26元升至28元。
該行指,管理層有信心今年復甦情況持續,因去年低基數,以及中國廠房於農曆年期間仍然工作。雖然競爭對手正逐步復工,運輸能力已經高於疫情前水平,不過因需求強勁,足以吸納額外運力。首季至今,費率持續上升,海豐有信心將增加的成本轉嫁客戶。而公司今年僅接收一艘新船,未來若有需要,將透過租船或購入二手船隻等方式增加,而明年亦會有新船付運。
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