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《大行報告》匯豐研究首予中遠海能(01138.HK)「買入」評級 目標價10.6元
匯豐研究發表研究報告,首次給予中遠海能(01138.HK)「買入」評級,指出中遠海能的國際原油油輪船隊擁有現貨敞口,需求穩定且供應長期緊張,看好其液化天然氣及國內石油運輸可提供穩定回報,預計公司2023年盈利可按年增長2.4倍,2023至2025年間年均複合增長率料達26%。 該行又指,中遠海能去年底宣佈以29.18億元人民幣訂購六艘總載重爲52.2萬噸的原油油輪,在供應主導的經濟上行週期預期需求將保持強韌彈性,預計運價將維持波動,但會高於營運成本。 匯豐研究給予中遠海能H股目標價爲10.6元,對應2024年預測市賬率約1.1倍,認爲近期的季節性低位爲投資者提供良好的入市機會,隨着冬季補貨潮來臨,VLCC運價已從最近的低位回升12倍,料將刺激中遠海能的股價。
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