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《大行報告》瑞銀下調中國外運(00598.HK)目標價至3.4元 評級「買入」
瑞銀下調中外運(00598.HK)目標價,由3.6元降至3.4元,維持「買入」評級。該行亦上調對中外運2022年收入估算13%,以反映去年首三季穩固表現。但該行對2023及2024年展望變得謹慎,基於不利全球宏觀環境。該行又指,中外運目前預測市盈率4.9倍,低於歷史平圴的8.2倍,目標價則為預測市盈率6.5倍。 報告引述公司指,去年第四季業務增長動力仍在,縱使內地放寬新冠防控限制導致短暫勞工短缺。管理層預期貨運運力恢復及海外海空運代理需求疲弱下,業務將面臨挑戰,物流部門則維持穩定增長。
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