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《大行報告》富瑞下調太平洋航運(02343.HK)目標價至3.5元 評級「買入」
阿思達克 01-31 10:10
富瑞發表報告,預期乾散貨船運運費接近見底,主因農曆新年過後通常有季節性反彈,加上遠期運費高於目前的即期運費,同時料中國需求復甦帶來的利好,料足以抵銷今年美國對主要礦產商品需求疲弱的負面影響。 由於去年底傳統季節性強勢表現未能實現,該行下調太平洋航運(02343.HK)的盈利預測,最新預測基於今年超靈便型/靈便型即期運費下調約50%,至分別15,400美元及14,000美元,及下調明年預測40%至分別21,400美元及19,400美元。不過由於去年上半年超靈便型/靈便型的收支平衡點為10,600美元/10,260 美元,估計集團將可錄盈利。 富瑞下調太平洋航運股份目標價,由5.6元降至3.5元,評級維持「買入」。
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