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海豐(01308.HK)續升逾8% 發盈喜獲大和升目標價至45元
阿思達克 06-18 13:53
海豐國際(01308.HK)發盈喜料中績大增及就建造兩艘集裝箱船舶行使期權總計支付3,840萬美元。大和隨即將海豐今年平均運費增長預測由11%提高至55%,以及將公司未來三年每股盈測升70%-97%。同時,將海豐目標價由34元升至45元及予「買入」評級,以反映公司盈利增長穩健及股息率達7%。

該股今天跑贏同業,發力追落後一舉突破50天、20天及10天線(28.14-28.96元),最高見30.5元,現造30.25元,續升8.2%,成交679萬股(已超過昨天全日成交量),涉資2.04億元。

海豐預計,截至6月止中期純利4.4-4.8億美元,按年增約3.2-3.6億元,主因是集裝箱航運與物流服務需求按年有所增加,以及集團營運效率整體提升和成本有效控制合併影響所致。另外,公司就建造兩艘1,023標準箱的集裝箱船舶行使期權總計支付3,840萬美元,預計將於將2024年2-4月或之前交付。海豐船東與造船商上月27日訂立造船合約以建造8艘集裝箱船舶。同日,雙方也訂立期權合約,據此,於通知造船商及由海豐船東酌情決定行使後,造船商已授予海豐船東期權以建造額外兩艘期權船舶。

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