《大行報告》大和下調東方海外(00316.HK)目標價至295元 評級「買入」
大和發表評級報告指,東方海外(00316.HK)上半年盈利及股息表現優於該行預測,料其具吸引力的股息收益率能對股價提供支持,同時預計今年下半年運費或會有恢復;公司料主要長途貿易航線或於未來數周內滿載,將會密切關注旺季貨運量的恢復步伐。
該行表示,即使公司總投資額達34.58億美元,自明年起船舶交付週期強勁,持續派發股息將成為一個積極的股價催化劑;該行將公司2022年至24年派息率由40%上調至70%,包括特別股息的潛力。
由於上半年業績表現優於預期,該行將公司2022年至24年每股盈測上調15%至17%,料公司今年股息收益率為47%,餘下的27%則受惠於下半年旺季表現,並將其目標價由305元下調至295元,重申其評級為「買入」。(ca/u)
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