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《大行報告》大和上調海豐國際(01308.HK)目標價至46.5元 評級「買入」
阿思達克 10-22 10:07
大和發表報告指,海豐國際(01308.HK)第三季整體收益按季下跌0.8%,管理層稱其平均運費則按季增長4%,更預期增長勢頭可能會持續,因第四季屬亞洲區內旺季將有公司毛利率增長。公司展望2022年至2023年,亞洲區內運費將受到新船供應有限、貿易需求強勁和成本上升的支持。該行認為海豐有潛力提高其運費。 報告又指,對於中國電力問題,管理層指沒有看到任何訂單下降,並認為製造商將通過重新分配各省的生產活動來解決問題。 該行將海豐2022年至2023年的每股盈利預測提高11%至20%,以反映第三季高於預期的運費和高運費持續的預期。其股價從9月24日的高位回調約30%後,現價具吸引力,因此重申「買入」的評級,並將目標價由45元提高至46.5元。
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