摩根士丹利:重申招商局港口(0144.HK)增持評級 目標價升至15.9港元
摩根士丹利發表研究報吿指,早前招商局港口(0144.HK)發盈喜,料今年上半年錄純利逾41.7億港元,反映出貨運量增長強勁及出售一間大連聯營公司的收益,亦指今年首五月中國港口貨櫃吞吐量按年上升17%,上調目標價10%至15.9港元,重申增持評級。
大摩表示,上調公司2021年至2023年每股盈利預測分別為24%、10%及9%,考慮到海外生產持續受到疫情重新爆發影響及全球經濟復甦,預期今年下半年中國出口將維持強勁,亦認為港口費用有上行空間,在港口板塊中招商局港口為首選。
大摩續指,上調上港集團(600018.SH)2021年至2023年每股盈利預測分別為33%、11%及10%,亦認為上港集團中期錄強勁表現,上調目標價5.6%至4.9元人民幣,但重申減持評級。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.