《大行報告》美銀證券下調太平洋航運(02343.HK)目標價至4.2元 評級「買入」
美銀證券發表研究報告指出,中國宏觀經濟疲弱拖累太平洋航運(02343.HK)盈利前景,受需求不確定性影響,該行對其2023至2025財年預測平均下調約35%,但認為太平洋航運現價已反映大部分負面因素,在基本情景下預期公司今年可實現12%的股本回報率,即使費率未能於今年下半年恢復,相信公司仍有望實現10%的股本回報率。
該行認為,中國潛在的刺激措施、季節性因素及上半年股息,都可為太平洋航運帶來正面催化。對其目標價由4.6元下調至4.2元,重申「買入」評級。
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