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港股異動 | 東方海外國際飆漲超13%,五日累計漲近55%
uSMART盈立智投 03-31 14:00

uSMART盈立智投3月31日消息,蘇伊士運河河道疏通工作完成,航運股繼續走強。截至13:55,東方海外國際盤中拉昇漲超13%,已連續五日上漲,五日累計漲幅近55%,股價創歷史新高,市值738億港元。

公司3月26日公佈業績顯示,2020年收益升19.1%至81.91億美元;股東應佔溢利9.03億美元,雖然同比減少33.08%%,但仍較彭博預期高34.9%;公司擬派發末期股息及特別股息分別爲50.26美分及86.6美分,全年派息比率爲38.2%。

交銀國際發佈報告,管理層對2021年的前景持樂觀態度,並預期當前的強勁貨量將延續至2季度。鑑於供應鏈瓶頸仍存,該行預計上半年運費仍將處於高位。管理層表示,東方海外已完成主要航線的大部分合同磋商,跨太平洋和歐洲的合同費率均比去年翻了一番。

該行仍然看好東方海外,並相信主要貿易航線的旺盛需求和堅挺的盈利能力,將奠定2021年的業績基礎。該行上調21-22年的盈利預測,基於21年市淨率1.56倍,維持目標價118.50港元。維持買入。

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