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《大行報告》中金上調海豐(01308.HK)目標價至38.6元 評級「跑贏行業」
阿思達克 01-20 10:27
中金髮表報告,指海豐(01308.HK)預計去年淨利潤將達約11.5億美元,按年增長約225%,比該行和市場預期高約15%,維持「跑贏行業」評級,目標價上調15%至38.6元,相當預測今年市盈率10倍。 中金將海豐2021年和2022年的盈利預測分別提高14%和49%,各爲11.5億美元和13.3億美元,以反映更高的運費,並將2023年的預測定爲10.4億美元,假設運費保守地按年下降15%。假設常規派息率爲70%,加上已經宣佈的特別股息,2021年股息率可能達到10.1%,2022年爲8.7%,2023年爲6.8%。
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