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《大行报告》大摩料中远海控(01919.HK)全年业绩可胜预期 续看好前景
阿思达克 04-07 14:33
摩根士丹利发表研究报告,指中远海控(01919.HK)发首季盈喜,预期纯利增至154.5亿元人民币,去年同期仅赚2.92亿元人民币;剔除一次性项目,经常性纯利则录154.1亿元人民币。

报告引述管理层指纯利增长强劲,归功於首季运费强劲增长,中国出口集装箱运价综合指数(CCFI)首季按年升113.3%,按季亦升53.8%;运量按年增长,受惠公司持续扩张运力,确保集装箱供应及改善服务质素。大摩续看好中远海控前景,认为首季业绩远胜预期,已高於该行及市场对其全年度预测,料市场对此反应正面;目标价11.88元,评级「增持」。

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