《大行報告》美銀證券上調中遠海控(01919.HK)今年盈測 第三季現貨運費持續高企
美銀證券發表報告指,中遠海控(01919.HK)盈警反映第三季盈利跌勢持續,按季跌42%,而同業東方海外(00316.HK)反映第三季平均運費按季跌11%,兩者表現大致相符。該行相信中遠海控第四季盈利按季繼續下跌,估計第四季平均運費按季跌5%,2024及2025年將會錄得虧損,主要因為歐洲合約需要重續,現貨運費進一步受壓。
該行將中遠海控全年盈利預測上調90億元人民幣,以反映跨太平洋航運供應暫時受控,現貨運費得以保持一段較長時間,但2024及2025年維持虧損預測不變,重申「中性」評級,目標價8.3元。
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