《大行報告》大摩降中遠海能(01138.HK)評級至「減持」 目標價上調至4.71元
摩根士丹利發表報告指,在地緣政治緊張下,中遠海能(01138.HK)股價年初至今跑贏行業指數80個百分點,認為市場已反映隨著原油和成品油價格上升,油輪航運市場可能出現轉勢。
不過,該行預期原油船運將在今年持續低迷,處於嚴重虧損水平,而貨物船運需求可能保持在高位,但中遠海能相關業務不多。
大摩將中遠海能今年至2024年各年盈測分別上調288%、25%及29%,主要反映成品油運費率預測上調。該行同時將中遠海能股份目標價由4.08元上調至4.71元,但由於貨物船運帶來的盈利上升空間有限,認為集團近期股價上升並不合理,將其投資評級降至「減持」。
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