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《大行報告》瑞信:東方海外(00316.HK)及中遠海控(01919.HK)次季業績穩健 首選海豐(01308.HK)
瑞信發表報告指,東方海外(00316.HK)今年第二季每標準集裝箱(費率)平均收入爲2,800美元,按年增長62%,稍高於預期。服務航線中,跨太平洋航線按季錄10%的強勁增長,但亞洲/歐洲航線則按季下跌9%。 至於中遠海控(01919.HK)發盈喜,預期今年上半年純利按年增長75%至650億元人民幣,約佔該行及市場全年盈利預測的六成,並意味第二季盈利在高費率及穩健經營下創新高,估算按年上升71%至370億元人民幣。 瑞信提到,根據其檢查,進入7月後行業費率維持大致穩定。不過由於貿易前景不明朗,該行認爲有強勁資產負債表、派息及更具韌性亞洲市場的企業相對更有吸引力。行業中,該行首選爲海豐國際(01308.HK),其次是東方海外(00316.HK),最後爲中遠海控(01919.HK)。
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