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交银国际升中远海控(01919.HK)评级至「买入」 上调目标价至17元
阿思达克 05-04 11:02
中远海控(01919.HK)今早(4日)股价强劲,最新报16.52元升7.3%。交银国际发表报告表示,上调中远海控(01919.HK)投资评级由「中性」升至「买入」,调高对其目标价由11.4元升至17元,此相当预测今年市账率2.3倍。

该行指,按中国会计准则,中远海控今年首季实现营业收入按年升79.6%至648亿人民币,纯利154.52亿人民币,较2020年水平高出55.5%,主要受惠今年首季运价强劲、期内毛利率升18个百分点至33.1%。

交银国际表示,考虑到行业旺盛,料增加的运营成本对中远海控2021年的利润影响有限。虽然预期公司於2021年余下时间很难再现出首季如此高的单季度利润,但该行仍然认为,强劲的贸易环境以及行业持续的供应瓶颈(料可能持续至今年第三季度),仍会利好中远海控盈利前景。

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