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《大行報告》匯豐研究上調中遠海控(01919.HK)目標價至26元 評級「買入」
阿思達克 06-15 10:23
匯豐研究發表報告,指中遠海控(01919.HK)需求可視性進一步擴至第三季,當中不單是美國的補貨潮,更多是來自客戶需求增長。全美零售商聯合會(NRF)最新提升美國第二季貨櫃進口增長,由36%升至39%,而第三季增長亦由6.2%升至7.5%。NRF對美國今年零售增長預期,由6.5%升至10.5至13.5%水平。目前美國的庫存銷售比正處於30年新低,以及供應鏈持續受阻,意味商戶不單需要提升庫存至比平常更高水平,並需補充更多貨品,以防假期延誤或缺貨的情況。

該行指,深圳鹽田港西區早前因應疫情而關閉,雖然港口已於本月10日重開,但目前仍受員工短缺影響,部份貨船暫停泊岸,造成貨櫃延期運送至歐洲與美國,料影響將在即將來臨的旺季持續。

該行表示,因應運費提升,調升今年公司經常性盈利預測15%,料運費將於明年回復正常水平,目標價由24元升至26元,評級維持「買入」,認為運費可持續受惠供應短缺的影響,支持該行對集團的盈利展望及料其他券商亦會將其盈測調升。

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