《大行报告》摩通升中远海控(01919.HK)目标价至24元 评级「增持」
摩根大通发表研究报告,上调中远海控(01919.HK)盈测,H股目标价16元升至24元,评级「增持」。报告称,中远海控自首季业绩胜预期後持续跑赢,自5月起其H股累升23%,同期国指仅升3%。本年至今累积庞大升幅後,在部分投资者锁定利润下,料短期股价续波动。但该行维持看好航运板块基本面,即使美国码头挤塞已见缓和迹象,仍受惠今明两年终端需求展望利好及整体供应紧张。
该行对国际同业马士基及Hapag-Lloyd最新指引看法亦正面,马士基特别指出料行业需求增长将延续至第四季,两企都提及近期跨太平洋合约谈判有理想成果。该行维持予中远海控及东方海外(00316.HK)「增持」评级,後者目标价183元。
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