《大行報告》中金削太航(02343.HK)目標價至3.41元 評級「跑贏行業」
中金發表報告指,考慮到乾散貨市場的運費下降,降太平洋航運(02343.HK)今明兩年淨利潤預測分別15.6%和25.7%,至分別8.1億美元和7.7億美元。由於運費下降和該行業的平均估值,以及考慮中期息52港仙除淨因素,將目標價下調57.5%至3.41港元。評級「跑贏行業」。
報告指,第三季乾散貨市場疲弱,建議在第四季的旺季關注三個因素,包括下半年美洲的谷物出口旺季、歐洲因能源短缺而增加煤炭進口、中國支持乾散貨需求增長的政策。
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