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《大行報告》瑞信降中遠海控(01919.HK)評級至「中性」 目標價下調至14.8元
瑞信發表報告,指在中國內地封城導致供應鍊長期中斷的情況下,運費一直保持在高位,將中遠海控(01919.HK)2022年的盈利預測上調12%,但由於潛在的經濟不確定性,將2023年的盈利預測下調21%。因此,該行將中遠海控目標價由21元下調至14.8元,評級由「跑贏大市」下調至「中性」。 瑞信繼續看好中遠海控在集裝箱航運領域的全球領先地位,但確實看到經濟下行壓力和耐用品貿易前景疲軟,隨著行業結構的變化和長期合同支持,相信運費不會大幅下降,並可能保持在疫情前水平之上。
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