《大行報告》富瑞上調東方海外(00316.HK)目標價至87元 評級「跑輸大市」
富瑞發表研究報告指,在業務及行政開支大幅下降帶動下,東方海外(00316.HK)中期淨利潤好過市場及行預期,根據中期業績,將今年全年每股盈利預測上調80%至2.3元。
但考慮到盈利可能已見頂,富瑞預期下半年純利將按年下跌64%,當中已計及跨太平洋年度合約下降,同時富瑞亦認爲近期跨太平洋即期運費飆升趨勢不能持續,目標價上調至87元,維持「跑輸大市」評級。
該行指出,行業數據顯示集裝箱即期運費已接近見頂,估計上海至歐洲的即期運價在連升三週後,將從高位回落至月初的742美元;跨太平洋即期運費相對持平。
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