大行評級|摩根大通:維持東方海外國際“增持”評級 估值仍具有吸引力
摩根大通發表報吿指,東方海外國際最新業績及派息未見亮點,不過最近紅海引發的航線重新調整帶來的利好因素尚未滲透,而見具吸引力的行業供需關係,在貨櫃連輸需求趨勢優於預期的情況下支持即期運價的復甦。同時,中東危機升級加劇全球供應鏈混亂,令運力進一步受到限制。此外,在宏觀前景不確定性下,集團健康的資產負債表和不具有計息債務亦給市場情緒帶來了一些緩解。該行將東方海外目標價由165港元下調至145港元,認為其估值仍具有吸引力,維持“增持”評級。
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