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《大行報告》摩通降中遠海控(01919.HK)目標價至19元 下調東方海外(00316.HK)目標價至340元
摩根大通發表報告指,重新評估了集裝箱貨運行業的需求和供應,同時計及日益複雜的推動因素。而該行的研究結果繼續支持正面的看法。 該行調整行業供需模型,預測今年需求按年減少0.9%,對比早前預測為增加5%,反映中國流動受限引發供應鏈動盪,並預計今年上半年需求下降幅度會較大,隨後於今年第三季出貨旺季反彈。 摩通將亞洲集裝箱船運公司今明兩年盈利預測平均上調約55%,中遠海控(01919.HK)股份目標價由30元降至19元,東方海外(00316.HK)目標價由401元下調至340元,均維持「增持」評級。
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