《大行報告》大和上調太平洋航運(02343.HK)目標價至4.75元 評級「買入」
大和發表報告指,與太平洋航運(02343.HK)舉行了路演,管理層稱今年有良好開始,農曆新年假期後乾散貨市場強勁復甦,且第一季的等價期租租金收益按年有增加。
該行表示,太平洋航運目前在俄羅斯及烏克蘭的業務有限,而最近的軍事行動令大西洋市場壓力增加,太平洋市場則有正面反應,運費有所提高,管理層亦預期短期會產生相對正面的影響。
大和上調太平洋航運股份目標價,由4.65元升至4.75元,重申「買入」評級,並調升集團今年至2024年每股盈利預測7%,以反映在乾散貨市場供應鏈受破壞下最新的等價期租租金假設。
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