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《大行報告》匯豐研究下調海豐國際(01308.HK)目標價至24元 評級「買入」
阿思達克 12-06 10:48
匯豐發表評級報告指,主要經營亞洲航線的海豐國際(01308.HK),第四季向來是旺季,惟由於整體全球需求前景疲軟,對於區內供應鏈造成影響,並由於內地防疫措施收緊,令原本已疲軟的內地消費力進一步惡化;而在內地往返南韓及內地往返東南亞等航線的平均即期運費按季下跌16%至58%,內地往返日本則持平、或呈相對地較溫和約2%至19%的跌幅。 該行表示,將公司今年盈利預測稍微下調8%,主要是銷量增長放緩以及運費率較低,而2023年至24年則下調17%至25%,同時預料公司稅前息前利潤率迴歸常態化,由今年44%返回到2023年至24年的26%至28%。該行將其目標價由26元下調至24元,並重申其評級爲「買入」。
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