《大行报告》美银证券上调太平洋航运(02343.HK)目标价至3.5元 评级「买入」
美银证券发表报告,由於商品需求强劲,船舶供应增长乏力,对乾散货航运上升周期愈来愈有信心,把太平洋航运(02343.HK)目标价由2.7元上调至3.5元,评级维持「买入」。
美银证券认为,美国或欧盟重新开放和美国基建刺激措施也为公司带来支持。而乾散货运费继续令人惊喜,即期运费从4月中旬的水平反弹,本年至今小规模的一年期定期租船合同按年增长每日约8,000美元。因此该行料其运费率预测有上行风险,料今年下半年的运费率趋势与上半年水平大致一致。
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