You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》摩通升東方海外(00316.HK)目標價至342元 評級「增持」
阿思達克 08-24 11:35
摩根大通發表研究報告,指東方海外國際(00316.HK)錄得歷來最佳中期業績,稅後純利約28億美元,相當於該行全年預測48%,在業績會議後,上調其目標價由330元升至342元,維持評級「增持」。 報告引述管理層稱,對短期及中期展望均樂觀,緊張供需關係料最少延續至明年初;在環保要求收緊下,新船建造量反彈的憂慮料已過度反映;東方海外EBIT利潤率較歐洲同業為高,受惠終端對終端服務及成本控制所支持;以及包括來自美國的監管憂慮料已過度反映,因公司獨立制訂定價策略,亦由市場主導。 摩通上調對東方海外今明兩年盈測,亦較市場預測各高出約20%。在上半年,公司改善了股份流通度,宣派特別息每股2.65美元,計及中期息1.76美元,相當於派息比率達100%,屬正面驚喜。如果東方海外維持這分派額,以昨日(23日)股價計,全年度股息收益率料高約42%。
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.
uSMART
Wealth Growth Made Easy
Open Account