《大行報告》摩通下調中遠海控(01919.HK)及東方海外(00316.HK)目標價 評級「增持」
摩通發表報告指,集裝箱航運業的「完美風暴」仍在醞釀中,相信行業仍將造好,最新運費連升二十周,監管風險料將減退,高運費及供需不平衡的現況料至少持續至明年中,籲投資者趁現時股價弱勢時期收集。該行上調集裝箱航運股今明兩年盈測10%,料第三季業績表現將會非常強勁並推動股價向上,維持中遠海控(01919.HK)及東方海外(00316.HK)評級「增持」,並視為行業首選,中遠海控目標價自30元下調至25元,東方海外目標價自342元下調至287元。
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