《大行报告》汇丰研究上调海丰国际(01308.HK)目标价至40元 评级「买入」
汇丰研究发表报告指,海丰国际(01308.HK)首季运量按年升29%,与2019年同期比较亦上升24%,在行业货运能力持续紧张的情况下,公司近年加强扩充船队,令首季市占率及定价能力均有提升,期内平均运费分别按年及按季提升35%及27%。
航运集团马士基早前预期,苏彝士运河航道堵塞事件的影响将延续至今年第三季。该行预期全球船运供应仍然紧张,而船队已扩充的海丰国际将较有能力抵消船租上涨影响,将2021至2023年盈利预测上调12%至30%,重申「买入」评级,目标价上调至40元(原本33元)。
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