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大行評級 | 美銀證券:上調太平洋航運(2343.HK)目標價至5.85港元 評級“買入”
格隆匯 10-08 11:55
格隆匯10月8日丨美銀證券發研報稱,予太平洋航運(2343.HK)“買入”評級,目標價由5.5港元上調至5.85港元,目前假設公司今年下半年每月平均淨收入爲7000萬美元,並將2022年的股東權益回報率預測保持在32%左右。該行估計,未來一至兩年幹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。該股現報3.47港元,最新市值167億港元。
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