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《大行報告》匯豐研究上調海豐國際(01308.HK)目標價至40元 評級「買入」
阿思達克 04-27 14:09
匯豐研究發表報告指,海豐國際(01308.HK)首季運量按年升29%,與2019年同期比較亦上升24%,在行業貨運能力持續緊張的情況下,公司近年加強擴充船隊,令首季市佔率及定價能力均有提升,期內平均運費分別按年及按季提升35%及27%。

航運集團馬士基早前預期,蘇彝士運河航道堵塞事件的影響將延續至今年第三季。該行預期全球船運供應仍然緊張,而船隊已擴充的海豐國際將較有能力抵消船租上漲影響,將2021至2023年盈利預測上調12%至30%,重申「買入」評級,目標價上調至40元(原本33元)。

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