《大行報告》摩通引述中遠海控(01919.HK)管理層料今年行業前景正面 估運價高企
摩根大通發表報告,在中遠海控(01919.HK)公布去年業績後與管理層進行溝通,公司料今年供需的前景正面,料全球集裝箱航運付運量按年增長5.4%,並估計相關供應鏈干擾至少會持續至今年下半年,並料今年即期運價維持高位,指合同運價將為收入提供透明度,指歐亞航線運費合同重訂已漲價200%至400%
該行表示,中遠海控自2011年以來首次恢復派息,宣派每股現金紅利0.87元人民幣,對應2021財年派息比率16%,股息回報近8厘。該行維持對中遠海控「增持」評級及目標價30元。
摩通料中遠海控今年營運前景較預期光明,中遠海控管理層料球供應鏈干擾至少會持續到今年下半年,考慮到複雜性和匯合性影響因素,料期內仍難以緩解。
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