《大行报告》大摩上调中外运(00598.HK)目标价至3.47元 评级「与大市同步」
摩根士丹利发表研究报告,调升中外运(00598.HK)今明两年盈利预测分别25%及18%,以反映对货运代理、码头服务收入预期及电商服务等业务前景乐观,目标价由2.11元升至3.47元,但维持「与大市同步」评级,因估值已见合理。
该行指,公司於3月底为首季业绩发盈喜,预期经常性盈利录按年逾3倍增长,达7.61亿至7.97亿元人民币。公司可受惠集装箱运输的行业上升周期,基於供应短缺,苏彝士运河阻塞等影响,令4月初运费反弹,有助公司货运代理业务。
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