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《大行报告》汇丰研究下调太平洋航运(02343.HK)目标价至6元 评级「买入」
阿思达克 07-29 10:11
汇丰研究发表报告,重申太平洋航运(02343.HK)评级「买入」,目标价由6.5元下调至6元,主要是由于可转换债券带来的摊薄和宣派较高中期息,并且部分受到更高的目标市账率推动。 汇丰研究表示,有别于由2023年开始对产能过剩的集装箱运输忧虑,干散货对供需平衡具有能见度,趋势能延续多年。 太平洋航运表示,下半年通胀和衰退风险上升,否则这将是一个干散货贸易的传统旺季,该行认为太航仍有潜在的催化剂,包括中国重新开放经济活动,放宽防疫措施并加强基础设施支出,可能会推动更多干散货贸易,并减少与船员相关的隔离费用,由联合国磋商的乌克兰谷物出口协议,可能会推动未来四个月额外增加2,000万公吨的装载量。
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