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《大行報告》富瑞上調東方海外(00316.HK)目標價至138元 評級「跑輸大市」
阿思達克 08-16 10:37
富瑞發表評級報告,預料東方海外(00316.HK)上半年純利53億美元,創下歷來最高半年度紀錄,並基於公司的70%股息支付率,料中期每股派息43.92元;惟該行認為集裝箱航運收入已見頂。另外,由於年度合同價格較高,跨太平洋航線表現跑贏大市,但隨著即期運費下跌,該行預料綜合貨運費亦會將走低。 該行預料公司下半年淨利潤較上半年跌19%至43億美元,即使行業盈利表現強勁,惟該行仍看淡集裝箱航運業,主要由於其收益已見頂,跌幅或於明年進一步擴大,惟該業務仍然是有利可圖。該行將東方海外目標價由130元上調至138元,維持其評級為「跑輸大市」。
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