《大行報告》美銀證券上調太平洋航運(02343.HK)目標價至2.7元 評級「買入」
美銀發表研究報告指,今年首季貿易數據勝過預期,在需求態勢及船隻供應情況改善,乾散貨市場表現好轉,因此上調太平洋航運(02343.HK)今、明兩年盈利預測約7,000萬美元,至1.86億及1.42億美元。
公司表示,中國糧食、建築原料及印度煤炭的航運需求回升,加上冷冬、貿易關係緊張等因素影響,今年首季表現強勁,雖然運價已自高位回落,但太平洋航運認為疫苗廣泛接種以及拜登政府基建刺激措施等支持下,運價或已見底。
該行預期,全年小靈便型及超靈便型乾散貨船貨運合約租金約分別達到日均12,400美元及15,100美元,較第二季水平低但按年比較增長約4,400美元,目標價由2.35元上調至2.7元,並將2021至2023年每股盈利預測上調至0.04、0.03及0.06美元,維持評級「買入」。
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