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《大行報告》大和首予太平洋航運(02343.HK)「買入」評級 目標價4.5元
阿思達克 11-24 09:46
大和首予太平洋航運(02343.HK)「買入」評級,目標價4.5元,指該公司自2013年起等價期基準日均收入(TCE)利潤超越市場水平,乾散貨市場預計在今年至2023年保持強勁。 大和表示,數據顯示未來2至3年內小型船將供不應求,太平洋航運船隊專注於靈便型和超靈便型船舶,滿足多樣化的商品需求。該行對太平洋航運2021至2023年間的每股盈利預測較市場水平高出12%至26%。 大和預計,受生產活動和經濟復甦帶動,大宗商品需求將在明年至2023年間保持強勁,此外,世界港口可能會繼續擁擠,支持幹散貨費率,除非陸運運輸能力提高。
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