You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美銀證券上調招商局港口(00144.HK)目標價至16元 評級「買入」
阿思達克 12-06 12:10
美銀證券發表研究報告指,自上周寧波舟山港宣布裝卸費上調10%後,招商局港口(00144.HK)上周五(3日)股價受帶動急升,認為消息不局限關於2022年收費提升,更是反映出監管環境良性發展,當局允許港口運營商更自由地定價,將扭轉過去幾年一直存在的監管壓力。 因此美銀相信未來招商局港口有進一步重估的空間,將2022至2023財年核心盈利預測上調3%至5%,目標價由14元上調至16元,估計2021至2022年股息收益率達6%至7%。 該行指出,於2017至2018年間,反壟斷監管審查迫使內地部分港口收費小幅回調,並取消部分公開收費,雖然對定價實際影響很小,但自此內地港口運營商便對定價持保守態度,相信現時監管期已經結束,予招商局港口「買入」評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account