《大行報告》大和微降海豐國際(01308.HK)目標價至46元 評級「買入」
大和發表研報指,中國出口集裝箱運價指數(CCFI)中的東南亞指數於12月17日升至歷史新高1,938點,而東南亞運價指數創新高達7,870點,數據顯示,12月首星期由寧波至泰國及越南運價較10月底上漲137%。
該行指出,除了因爲目前是東南亞航線的旺季外,運價上升亦由於大部分東南亞國家自第三季起恢復生產,加上美國西岸港口擁堵問題尚未解決,以及東南亞出現的港口擁堵擾亂船隻週轉,另外Omicron亦對航運造成一定影響。
該行指,由於利息收入減少,將海豐國際(01308.HK)2022至2023年每股盈利預測下調1%,目標價由46.5元輕微下調至46元,維持「買入」評級。海豐近期宣派每股80港仙特別息,大和稱,即使未來兩年貨船付運量強勁,派特別息料意味集團對未來盈利展望樂觀,以及預示未來有望繼續派特別息。
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