《大行報告》大摩上調太平洋航運(02343.HK)目標價至3.38元 評級「增持」
摩根士丹利發表報告表示,於今年第二季小靈便型乾散貨船的收入日中有77%達每日1.61萬美元,而超靈便型則有79%收入日達1.8萬美元,次季的承保率比去年實際租船當量率高出105%和62%,亦高於該行全年之預期。
報告又指,預期乾散貨行業於至少未來12至18個月處於上升週期,故上調太平洋航運(02343.HK)今明兩年經常性純利預測32%及19%,目標價由2.58元升至3.38元,予其「增持」評級。
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