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東方海外(00316.HK)及中遠海控(01919.HK)升3%-5% 摩通指次季業績遠勝預期
中遠海控(01919.HK)預計中期純利按年升近75%至647.16億人民幣。此外,藍籌東方海外(00316.HK)第二季總收益按年升52.4%至52.85億美元,創季度紀錄高。然而,波羅的海乾散貨指數昨晚跌2.6%收2,043,連跌四天累挫8.8%。 中遠海控及東方海外今早股價最高分別升7.9%及6.2%至11.72元及223元,均受制20天線(11.81元及224.8元),曾回順至11.18元及211元,現報11.4元及216.4元,回升5%及續彈3%,成交增至9,619萬股及171萬股。 美銀及匯豐研究於盈喜後維持中遠海控「買入」評級,分別看H股目標價21.5元及21元。摩通重申中遠海控及東方海外「增持」評級,以反映兩者次季業績遠勝預期。
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