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《大行報告》匯豐研究上調海豐國際(01308.HK)目標價至53元 評級「買入」
阿思達克 10-22 09:50
匯豐研究發表報告上調海豐國際(01308.HK)目標價,由52元上調至53元,重申「買入」評級,指出售幹散貨船可提高股息。 匯豐研究指,儘管惡劣天氣和東南亞疫情封鎖措施導致運量增長放緩,但今年第三季的運價仍保持高位,預計第四季貨運量和運費將呈上升趨勢,明年可能會更強勁,因受合同費率上升帶動。 匯豐研究將海豐國際2022年至2023年的經常性利潤預期提高8%至16%,主要反映了合同運費的提高。 同時將2021年至2023年的股息支付率假設維持在85%(相對公司政策70%),以反映更強的經營現金流和潛在出售幹散貨船可能提供進一步的上升空間。
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