大和:上調中遠海運港口(1199.HK)目標價至8港元 評級"買入"
大和發表研究報吿表示,中遠海運港口(1199.HK)管理層對業務前景樂觀,目標在2023年跑贏其他同業,自動化等科技發展助力增強經營效率。 該行將其目標價由7港元上調14.3%至8港元,評級維持"買入"。
報吿指,集團管理層指,儘管7月時颱風吹襲上海和寧波,以及鹽田碼頭爆發疫情等帶來挑戰,但預料增長勢頭在下半年依然強勁。 管理層預料下半年的合約費將延續上半年整體增長5%的趨勢。 報吿指,近期船務擠塞未有對集團的營運構成負面影響,然而由於船隻從擁擠的港口調離,額外的貨運需求令集團部分港口因此而受益。
該行上調中遠海運港口2021至2022年的每股盈利預測13%-14%,以反映上半年的優於預期的平均價格以及來自聯營公司的利潤分成。

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