《大行报告》大摩上调海丰国际(01308.HK)目标价至34.4元 评级「增持」
摩根士丹利发表报告指,海丰国际(01308.HK)收入增长更为强劲,今年首季收入按年增长71.8%(对比去年下半年为按年增长16.7%),主要是受惠於集装箱航运及物流业务按年录得72.8%增长,及乾散货及其他业务按年增长8.8%。
该行表示,集团今年首季平均运费按年增长34.7%至每标准箱768美元,高於去年同期的570美元,及去年下半年为548美元,并优於该行今年全年预测的665美元。
大摩上调海丰国际今明两年盈利预测分别76%及54%,并将集团股份目标价由28.2元升至34.4元,评级维持「增持」。
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