《大行報告》匯豐研究下調中遠海運港口(01199.HK)標價至6.5元 評級「買入」
匯豐研究發表報告表示,中遠海運港口(01199.HK)去年第四季受到內地疫情及歐美市場需求疲弱的影響,吞吐量按季下跌13%;而今年首季料續處於低谷。該行預期,集團今年吞吐量續有所改善;運費應在成本通脹環境下保持韌性。
該行將其今明兩年盈利預測下調19%至20%,以反映吞吐量增長預期下調,目標價由7.5元降至6.5元,維持「買入」評級。
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