高盛:維持中遠海運港口(1199.HK)買入評級 目標價升至9.4港元
高盛發表報吿,將中遠海運港口(1199.HK)目標價從8.9港元升至9.4港元,維持買入的投資評級。
報吿指,公司首財季核心盈利上升1.4倍至730萬美元,合乎該行預期,復甦主要由於:部分海外港口錄得盈利、吞吐量上升,以及每個標準箱收入上升。高盛同時亦指,除了預計廣州南沙等內地港口收入將上升外,亦有跡象顯示海外港口都受惠於邊境重開等,相信未來將會錄雙位數增長。管理層指預期未來將會審慎樂觀,預計公司會繼續跑贏同業。
報吿又指,集團重申將提高運營效率目標,將通過成本控制措施和技術開發,在未來5年內將每個標準箱運營成本降低15-20%,同時亦會通過吸引更多第三方客户,並在現有港口組合中引入新運輸服務,到2025年將其吞吐量提高48%,達到5700萬標準箱。

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