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《大行報告》匯豐研究上調太航(02343.HK)目標價至6.5元 評級「買入」
阿思達克 04-14 16:02
匯豐研究發表報告,指出太平洋航運(02343.HK)今年首季按期租合約對等基準的收入(TCE)按年增長超過100%,全球小宗散貨裝載量增加12%,次季覆蓋費率穩定。公司對內地房地產寬鬆政策及基建投資感到樂觀,因可爲下半年的建築貨物運輸提供支持。 此外,該行提及太航管理層預期俄烏戰爭將主要影響下半年的糧食貿易,亦是該些國家糧食出口的旺季,但貿易模式的轉變,相信可支持更高的噸英裏需求。 匯豐研究對太航的2022財年盈利預測上調25%,重申「買入」評級,目標價由6.2元上調至6.5元。
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