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《大行报告》汇丰研究上调海丰国际(01308.HK)目标价至28元 评级「买入」
阿思达克 03-10 13:59
汇丰研究发表报告指,海丰国际(01308.HK)去年下半年及全年利润达新高,运量於第四季持续复苏,均价同时亦见提升,因新船供应较少,料今年复苏持续。该行上调海丰今明两年盈利预期9-15%,重申「买入」评级,目标价由26元升至28元。

该行指,管理层有信心今年复苏情况持续,因去年低基数,以及中国厂房於农历年期间仍然工作。虽然竞争对手正逐步复工,运输能力已经高於疫情前水平,不过因需求强劲,足以吸纳额外运力。首季至今,费率持续上升,海丰有信心将增加的成本转嫁客户。而公司今年仅接收一艘新船,未来若有需要,将透过租船或购入二手船只等方式增加,而明年亦会有新船付运。

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