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《大行報告》美銀證券上調太平洋航運(02343.HK)目標價至6.7元 評級「買入」
阿思達克 02-28 11:56
美銀證券發表報告指,太平洋航運(02343.HK)管理層對2022年至2023年的乾散貨上升周期充滿信心,上調目標價由6.1元至6.7元,以反映2022年良好的航運合同,評級「買入」。 美銀證券指,太平洋航運宣布2021年共派息0.74元,派息比率為66%,包括16%的特別股息。雖然管理層不會承諾特別股息政策,但該行根據其前景評論和2022年減少的資本支出承諾,預測2022年的股息會更高。 另外,美銀證券指,太平洋航運管理層表示有信心,運費正處於季節性復甦,預計未來幾個月市場運費強勁。關於俄羅斯和烏克蘭方面,管理層表示只有2至3%的付運受影響。
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