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《大行報告》匯豐研究上調中遠海控(01919.HK)目標價至8.4元 評級「持有」
匯豐研究發表報告指,中遠海控(01919.HK)今年首季盈利按季跌44%,這或標誌著今年整體的季度盈利高峰。另外,雖然預計季度盈利將因較低的續簽合同費率而持續變化,但認為集團和行業在今年期間應該不會錄得虧損,而即期運價出現企穩跡象,亦緩解了市場對價格競爭致持續虧損的擔憂。基於行業供需面對挑戰,維持集團H股的「持有」評級,目標價由7.6元上調至8.4元。 該行下調集團的利息收入預測,但料大部分被今年更高的利潤率和聯營公司收益所抵銷。對於2024財年,該行表示,由於預期銷售均價下滑和成本上升,故大幅削減淨利預測,並較市場預期低出26%至35%。
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