《大行報告》大和下調海豐國際(01308.HK)目標價至22元 評級「買入」
大和發表報告指,海豐國際(01308.HK)去年收入和經調整淨利潤表現符合市場預期。末期股息亦符合該行預期的全年70%的股息支付率。
大和指,由於去年下半年的平均運費和毛利率低於預期,將今明兩年每股盈利預測降低27至28%。即使面臨行業運費壓力,但相信海豐的盈利能力仍高於疫情前水平,因為用高能效的新船交付取代舊船,可以節省單位成本。重申對該股「買入」評級,目標價由25元降至22元。
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