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富瑞:降东方海外国际(0316.HK)目标价至166港元 评级买入
格隆汇 05-20 13:06

富瑞研报指,将东方海外国际(0316.HK)目标价由177港元降至166港元,评级买入。

富瑞称,东方海外一个月第三次有配售旧股,股东国家开发投资旗下融实国际每股106.6港元悉数配售持有1420万股东方海外,配售价相对5月18日收市折让15%,虽然明白其配股行动,因以入场价每股78.67港元计,总回报可观,并为近三次配售价最低。

富瑞对航运股整体仍感正面,因第二季表现好过预期,次季平均运费相对第一季高9.6%。而配股亦会令市场自由流通量增至7.9%。又认为,上海国际港务或其他股东有机会减持或进一步减持,因此配售行业对东方海外国际仍是一项风险,维持东方海外买入,是因为总股东回报表现,包括预测2021年派息比率由40%升至60%。

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