港股異動 | 海豐國際(1308.HK)漲7.49% 大摩予增持評級並上調目標價
格隆匯3月16日丨海豐國際(1308.HK)漲7.49%,報28港元,總市值751億港元。摩根士丹利發表研究報吿指,海豐國際(1308.HK)日前公佈業績,根據業績表現相應將2022及2023年盈利預測上調1%,看好其盈利增長往績,給予“增持”評級。
大摩表示,由於運價強勁,預期今年海豐國際股本回報將保持在85%,明年則將保持在72%水平,認為8%至9%的預期股息收益率具有吸引力,將目標價亦上調至41.1港元,對應2022年預測市盈率的11倍,高於其2010年上市以來10倍的歷史平均水平,但仍低於其全球貨運及物流同業今年平均預測市盈率約13倍。

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