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《大行報告》大摩:海豐國際(01308.HK)去年盈利大致符預期 評級「與大市同步」
阿思達克 01-31 11:11
摩根士丹利發表報告指,海豐國際(01308.HK)料去年純利顯著增加至逾19億美元,大致符合該行預測的19.51億美元。公司將強勁的盈利歸功於賓現穩定的運費、在亞洲市場的擴張、以及與同行相比的成本領先優勢。 大摩對海豐國際維持「與大市同步」評級,目標價18.7元,預計公司將在今明兩年保持盈利,歸功於相比同行的成本優勢,但亦認為集裝箱運輸的下行周期可能在今明兩年持續,料海豐估值上升空間有限。
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