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》大和降太平洋航運(02343.HK)目標價至2.7元 股東回報成焦點
阿思達克 03-04 11:13
大和發表研究報告指,太平洋航運(02343.HK)去年期租租約對等(TCE)按年下跌42%,拖累全年核心利潤按年下降83%至1.19億美元,當中去年下半年核心利潤較上半年下跌44%至4,300萬美元,低於該行預期,主要由於小靈便型船的TCE下降。 為優化船隊,太平洋航運去年共出售4艘船舶,並購入9艘二手船舶,以擴大極限靈便型船隊。大和表示,對太平洋航運的短期前景感到樂觀,指出管理層預期短期內市場環境將擺脫供應問題的影響,現價TCE料將復甦。 大和預計今年公司盈利將錄得單位數百分比按年跌幅,靈便型及超靈便極限型船隻TCE料按年下跌低單位數。大和又指出,太平洋航運採取較謹慎的船舶採購方針,預測今年資本支出僅為6,500萬美元,因此相信今年股東回報可見性很高,料成為市場關注重點之一,將2024至2025年每股盈利預測下調38%至43%,以反映去年業績低於預期,重申「買入」評級,目標價下調至2.7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