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《大行報告》大和上調中國外運(00598.HK)目標價至4.2元 評級「買入」
阿思達克 04-30 10:10
大和發表研究報告指,中外運(00598.HK)管理層對前景感樂觀,特別是在空運代理和電商業務方面。

該行指,因應海運運費較高,令公司今年首季費率較去年第四季和第一季高,而今年首季航空運費亦較去年平均為高,相信高運費的表現會於今年持續。公司在空運方面增加包機擴大運力,有助其費率表現和定價能力。

公司在東南亞與歐洲方面正尋求收購機會,同時股權激勵計劃亦已提交待批。該行上調公司2021至23年每股盈利預測7%,以反映對今年運量預期,目標價由3.5元升至4.2元,重申「買入」評級。

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