大行評級 | 大摩:予中遠海控"減持"評級,料集裝箱航運今明年續下行
格隆匯4月11日丨大摩發研報,指中遠海控(1919.HK)今年首季初步利潤(根據中國公認會計准則)為69.3億元人民幣,同比跌74.91%,佔該行全年預期利潤的21%。該行予目標價7.2港元及“減持”評級。報吿指,集團管理層將盈利下跌歸因於現貨市場疲弱以及去年的高基數。該行認為,集裝箱航運會於2023及24年繼續下行,如定期班輪在貿易需求改善後大幅削減有效運力,中遠海控今年第二季之盈利能力或可持續改善,否則仍會有下行風險。該股現報8.75港元,總市值1408億港元。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.