《大行报告》美银证券上调太平洋航运(02343.HK)目标价至2.7元 评级「买入」
美银发表研究报告指,今年首季贸易数据胜过预期,在需求态势及船只供应情况改善,乾散货市场表现好转,因此上调太平洋航运(02343.HK)今、明两年盈利预测约7,000万美元,至1.86亿及1.42亿美元。
公司表示,中国粮食、建筑原料及印度煤炭的航运需求回升,加上冷冬、贸易关系紧张等因素影响,今年首季表现强劲,虽然运价已自高位回落,但太平洋航运认为疫苗广泛接种以及拜登政府基建刺激措施等支持下,运价或已见底。
该行预期,全年小灵便型及超灵便型乾散货船货运合约租金约分别达到日均12,400美元及15,100美元,较第二季水平低但按年比较增长约4,400美元,目标价由2.35元上调至2.7元,并将2021至2023年每股盈利预测上调至0.04、0.03及0.06美元,维持评级「买入」。
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