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《大行報告》大摩上調中外運(00598.HK)目標價至3.47元 評級「與大市同步」
阿思達克 04-22 10:00
摩根士丹利發表研究報告,調升中外運(00598.HK)今明兩年盈利預測分別25%及18%,以反映對貨運代理、碼頭服務收入預期及電商服務等業務前景樂觀,目標價由2.11元升至3.47元,但維持「與大市同步」評級,因估值已見合理。

該行指,公司於3月底為首季業績發盈喜,預期經常性盈利錄按年逾3倍增長,達7.61億至7.97億元人民幣。公司可受惠集裝箱運輸的行業上升周期,基於供應短缺,蘇彝士運河阻塞等影響,令4月初運費反彈,有助公司貨運代理業務。

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