《大行報告》匯豐研究下調中遠海控(01919.HK)目標價至21元 評級「買入」
匯豐研究發表報告,中遠海控(01919.HK)第二季淨利潤達到創紀錄的370億元人民幣,按季增長34%,原因是強勁的運費和成本正常化,儘管現貨市場疲軟,但進入第三季的盈利勢頭仍然完好,港口擠塞應緩解運貨量疲軟。該行維持中遠海控評級「買入」,因應人民幣兌港元匯價最新預測,將其目標價由22元下調至21元。
匯豐研究維持中遠海控盈利預測,預計2022年實現盈利1,090億元人民幣(下同),意味著下半年盈利446億元,較上半年下降31%,比市場預期高1%,然而如果擁堵持續時間超過預期,認為盈利存在上行空間。
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