《大行報告》富瑞下調東方海外(00316.HK)目標價至83元 評級「跑輸大市」
富瑞發表報告指出,東方海外(00316.HK)今年首季收入差過預期,主要受其泛太平洋及亞洲區內航線影響。當中泛太平洋航線收入令人意外,因首季包括2022年的過渡合同,但尚未反映出今年顯著減少的合同因素。此外,該行認為於上周上海出口集裝箱運價指數(SCFI)上升後,市場關注即期運費。
該行下調東方海外今年的盈利預測,對平均運費預測下調15%,料按年跌49%,導致今年盈利預測跌91%至8.78億美元。將公司目標價由85元下調至83元,維持「跑輸大市」評級。
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