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《大行報告》摩通升太平洋航運(02343.HK)目標價至6.2元 或迎來行業超級周期
阿思達克 09-08 15:14
摩根大通發表報告,指在終端需求廣泛增加的支持下,乾散貨運市場持續增長,波羅的海指數及其分子數小靈便型指數皆升上十年高位。該行上調太平洋航運(02343.HK)2021年至2023年盈利預測45%,目標價自4.2元上調至6.2元,為行業內最高,以反映商品需求,相信太平洋航運在上半年盈利創新高後,下半年將會錄得更強勁表現。另外港口擠塞情況亦會進一步令供應更緊張,而環保要求亦將令航運經營速度下降及更多船隻報廢,進一步減少供應,維持「增持」評級,料公司或迎來行業超級周期,相信有利的供求關係將持續至2022年至2023年。
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