《大行報告》美銀證券下調中遠海能(01138.HK)目標價至12.15元 評級「買入」
美銀證券發表報告,將中遠海能(01138.HK)目標價由12.3元下調至12.15元,以反映石油輸出國組織及盟友延長減產,削弱冬天旺季的運輸需求。雖然即期運費或會出現季節性調整,但延長減產令油價上升,對價格敏感的買家需求受壓,超大型油輪VLCC遠期合約已反映12月運費下跌,因此預期公司下半年盈利仍較上半年為低。
該行將公司今年至2025年三年期間的經營溢利預測,分別下調8.3%、7.6%及7.6%,今年下半年經營溢利預測為23億元人民幣,即較上半年減少12億元人民幣,預測超大型油輪VLCC及遠程油輪LR每日平均運費分別較上半年下跌1.4萬及2.1萬美元。
該行預期2024至2025年油輪運輸市場仍然正面,維持中遠海能「買入」評級。
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