《大行報告》匯豐研究降太航(02343.HK)目標價至2.5元 評級「持有」
匯豐研究發表報告表示,由於中國復甦放緩,加上全球經濟增長不穩定,繼續為航運需求前景蒙上陰影。該行認為,在補貨的推動下,中國的主要散貨需求在今年提前出貨,並可能在下半年逐漸減少,因為認為預期的需求復甦尚未實現,而小批量散貨可能已經觸底,整體上預計今年乾散貨需求增長2.7%。
該行將太航(02343.HK)2023至2025年每股盈利預測32.3%、28.1%及22.6%,更認為市場過於樂觀,其目標價由3.2元降至2.5元,維持「持有」評級。
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