You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究下調東方海外(00316.HK)目標價至90元 評級「減持」
阿思達克 10-10 09:40
匯豐研究發表報告指,東方海外國際(00316.HK)截至9月底止第三季度收入按季下跌11%,主要由於期內平均運價下降11%及載貨量持平所致,當中跨大西洋航線運價按季下跌26%,是長途航線中跌幅最大。 與2019年同期比較,東方海外今年第三季整體運價則只上升2%,當中主要來自於亞歐航線運價上漲11%,而跨太平洋運價則已回到2019年水平。惟匯豐研究指出,今年上半年營運成本仍較2019年同期高出10%,預期在燃油價格上漲影響下,成本正常化趨勢將較運費落後,預期息稅前利潤率有可能會降至2019年3.6%以下水平。 該行預期,短期內現貨運價可能會保持低迷,直到明年2月中旬農曆新年之前補貨需求開始出現為止。該行進一步下調運價預測,將東方海外今年全年息稅前利潤預測下調14%,並將2024至2025年息稅前利潤預測下調72%至85%,重申「減持」評級,目標價則由95元降至90元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account