交銀國際升中遠海控(01919.HK)評級至「買入」 上調目標價至17元
中遠海控(01919.HK)今早(4日)股價強勁,最新報16.52元升7.3%。交銀國際發表報告表示,上調中遠海控(01919.HK)投資評級由「中性」升至「買入」,調高對其目標價由11.4元升至17元,此相當預測今年市賬率2.3倍。
該行指,按中國會計準則,中遠海控今年首季實現營業收入按年升79.6%至648億人民幣,純利154.52億人民幣,較2020年水平高出55.5%,主要受惠今年首季運價強勁、期內毛利率升18個百分點至33.1%。
交銀國際表示,考慮到行業旺盛,料增加的運營成本對中遠海控2021年的利潤影響有限。雖然預期公司於2021年餘下時間很難再現出首季如此高的單季度利潤,但該行仍然認為,強勁的貿易環境以及行業持續的供應瓶頸(料可能持續至今年第三季度),仍會利好中遠海控盈利前景。
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