《大行報告》大摩料東方海外(00316.HK)盈利持續承壓 受制今明兩年集裝箱行業前景
摩根士丹利發表報告指,東方海外(00316.HK)上半年純利11.29億美元,按年跌80%,在考慮到人民幣兌美元貶值7%的因素後,業績大致符合該行預期。
該行預期今明兩年集裝箱航運市場盈利繼續受壓,現時供求前景對行業不利,風險回報傾向下行,對東方海外評級為「減持」,目標價83.1元,下跌的潛在風險包括,宏觀經濟環境不利,導致全球貿易量減少,燃油價格上升,以及派息比率低於預期。
至於可能推動股價上升的潛在因素,包括市場供需變化,盈利分布改善,以及國際減排政策放慢執行。
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