《大行報告》美銀證券上調太平洋航運(02343.HK)目標價至5.85元 評級「買入」
美銀證券發表報告,目前假設太平洋航運(02343.HK)今年下半年每月平均淨收入爲7,000萬美元,並將2022年的股東權益回報率預測保持在32%左右,該行決定將太航的目標價,由5.5元上調至5.85元,評級「買入」。
該行估計,未來一至兩年乾散貨航運市場的基本面保持強勁,並得到良好的供應需求支持。雖然今年受到一次性因素推動,例如港口擁堵、集裝箱轉移等,但相信不會擾亂上升週期。
美銀證券又指,料在未來幾個月內地對散裝航運有一定的需求風險,因電力短缺和冬季停工可能會導致更長時間的季節性下滑,但相信只是暫時性,該行指此可視爲是收集的機會。
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