《大行報告》大摩:中遠海能(01138.HK)去年業績預告勝市場預期 評級「增持」
摩根士丹利發表報告指,繼續看好油輪運輸週期,而中遠海能(01138.HK)繼續是該行航運領域的首選,目標價7.58元,評級「增持」。
報告指,中遠海能發盈喜,預期去年錄得經營溢利介乎約12.2億至15.2億元人民幣(下同),2021年錄得淨虧損約49.6億元。若不計入確認計6.5億元提遞延所得稅負債的影響,經調整經常性利潤為18.7億至21.7億元,低於該行預測的25.7億元,但高過市場預期的17億元。
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