美銀證券:中遠海控(1919.HK)首季業績符預期 維持買入評級
美銀證券發表研究報吿指,中遠海控(1919.HK)今年首季度的業績符合預期,由於港口擁堵和新冠疫情相關的干預,今年首季的貨運量按年下降9.2%,但由於運費上漲,利潤按年表現非常強勁,予H股目標價21.5港元及A股目標價31元人民幣,維持“買入”評級。
該行表示,考慮到上海疫情相關的干預,將今年每股盈利預測由6.5元人民幣,下調至5.88元人民幣,明年的預測則保持不變,亦指公司的市帳率約為今年預測市帳率的0.8倍,認為股價將受到其淨現金所支持,料在今年底公司的每股淨現金將增至每股14.5港元,預期短期內運費或會走高。

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