《大行報告》匯豐研究下調中遠海控(01919.HK)目標價至7.4元 評級「減持」
匯豐研究發表報告指,在吞吐量下降4%的情況下,中遠海控(01919.HK)第三季營運成本卻按季上升20%,預計第四季利潤將按季下降60%,因為中國出口集裝箱運價指數季初至今下降34%。
報告指,在全球貿易疲軟和船舶價格接近歷史記錄的情況下,從母公司購買港口資產可能會影響到回報。重申「減持」評級,並將目標價由8.2元下調至7.4元。
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