《大行報告》大和升中遠海控(01919.HK)目標價至10元 上調今明兩年每股盈測
大和發表評級報告指,中遠海控(01919.HK)管理層預料歐洲航線船費近期會稍微下跌,美國航線船費或上升。隨著和客戶就美國合約費率持續討論、及紅海懸而未決的地緣政治問題,該行相信,集團正處於較佳的談判位置,主要是物流供應鏈脆弱。即使市場存在部分貨櫃短缺問題,管理層認為無任何營運影響,料今年首季毛利率錄得按季改善。
該行將集團去年每股盈測下調1%,反映初步業績表現,但將2024年至2025年每股盈測上調11%至17%,並將派息率預測由30%上調至40%,目標價由9.6元上調至10元,維持其評級為「買入」。(ca/cy)
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