《大行報告》大和上調中外運(00598.HK)目標價至5元 評級「買入」
大和發表研究報告,調升中外運(00598.HK)2021至23年每股盈利預測15至18%,以反映其上半年盈喜數字勝該行預期,重申「買入」評級,目標價由4.2元升至5元。
該行指,第二季經濟復甦,料下半年情況持續,因高運費與跨境電商增長帶動。公司預期第二季經調整盈利爲9.7億至11.9億元,按季增25%至53%,很可能達到季度歷史新高。
該行又指,對比今年至今股價已增長超過100%的航運企業,公司股價表現滯後,只有20%增長,按最新預期,公司未來12個月預測市盈率爲6倍,較過去三年平均9倍爲低,相信公司風險回報率吸引。
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