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《大行報告》美銀證券:中遠海控(01919.HK)發中期盈喜優預期 料每股淨現金14.5元以上
美銀證券發表報告表示,就中遠海控(01919.HK)發盈喜,料今年第二季純利達370億人民幣按季升33%,即市場有上調對其今年盈利預測的空間,基於中遠海控每股淨現金達14.5港元(昨日股價收10.86元),料市場同業會給予其至今年年底每股賬面值16.5元以上。 該行指中遠海控今年上半年淨利潤或為644億元人民幣(不計一次性因素),是集團有史以來最高的季度利潤。但無論如何,該行認為貨運市場前景喜憂參半,海運市場前景正開始重新平衡,並認為上行風險主要圍繞美國西海岸勞工談判,鑑於難以就工資和自動化達成共識,或可能會造成擁堵。 該行表示,維持中遠海控H股「買入」評級及目標價21.5元。
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