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《大行報告》大和上調東方海外(00316.HK)目標價至180元 評級「買入」
阿思達克 03-27 11:57
大和發表報告指,東方海外國際(00316.HK)管理層強調雙燃料甲醇船將是集團發展的未來重點,並與洗滌器裝置相結合,主因低硫燃料油溢價或持續上升;同時管理層認為今年下半年運費可能回升。 該行表示,將公司在2023年至24年每股盈測上調44%至49%,主要是去年盈利勝於預期,尤其是去年下半年毛利率。而即使市場存有不確定性,令其派息比率由70%降至40%,但相信公司今年將提供中至高單位數股息率。該行將其目標價由155元上調至180元,維持其評級為「買入」。
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