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《大行報告》美銀證券降中遠海控(01919.HK)目標價至7.8元 評級「中性」
美銀證券發表研究報告指,儘管基於中遠海控(01919.HK)當前的淨現金水平,市場或預期有更多回購,但2022年業績和下半年股息並沒有令人驚喜,大致符合預期。集團認為現貨海運費已經暫時觸底,但該行沒有太大信心現貨運費可持續反彈,因為新交付的貨品仍未完工,而由於資產負債表強勁,目前仍屬喜憂參半。該行維持其「中性」評級,主因其現價相當於市賬率0.6倍,估值處於低位。 該行下調集團2023至24年的盈利預測,並假設集裝箱在今年下半年及2024年的息稅前利潤率虧損為10%,與其他該行覆蓋的同業情況差不多,目標價由9.5元下調至7.8元。
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