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港股異動 | 招商局港口(0144.HK)漲4.5% 大和看高公司股價至17港元
格隆匯 10-21 09:57
格隆匯10月21日丨招商局港口(0144.HK)股價快速拉昇,現報13.74港元,漲幅4.5%,總市值514.3億港元。大和研報指,招商局港口管理層在19日提供了業務及展望更新,近期港口擠塞情況緩和,相信下月將解決貨櫃輪不足問題。至於“電荒”,管理層稱,貿易需求動力維持,即使生產受影響,航運需求亦只是被延後。該行認為,公司將受惠東南亞一些國家封城措施,以及內地政府改善經商環境,重申對公司“買入”評級,以分類加總估算法計,目標價由16.5港元升至17港元。

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