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《大行報告》匯豐研究升中遠海控(01919.HK)評級至「買入」 目標價上調至9元
匯豐研究發表報告指,中遠海控(01919.HK)上半年初步息稅前利潤為247億元人民幣,股東淨利潤錄約166億元人民幣,這意味著次季息稅前利潤為154億元人民幣,按季增長66%;該行指,次季業績表現強勁,令人驚喜,主要是全球同業指引首季盈利將會是全年的高峰。該行相信,在運量穩定及成本控制持續下,續簽合同費率強勁和現貨運費穩定,從而令公司盈利得以改善。 該行指,即使行業仍不確定第三季能否回復正常旺季水平,但該行認為行業已度過了庫存調整的最糟糕時期,故展望今年餘下時間連續改善,運量邁向正常化。 該行表示,將公司今年收入預測上調3%,純利預測則上調34%,並將其目標價由8.4元上調至9元,將其評級由「持有」升至「買入」。
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