大行評級|傑富瑞:上調太平洋航運目標價至3港元 列為航運業首選
傑富瑞發表研究報吿指,太平洋航運公佈首季經營數據,同時宣佈4,000萬美元股份回購計劃,相當於總髮行股本2.45%,相信股價會作出正面反應。該行指出,太平洋航運管理層在投資者電話會議上重申對經營前景感到樂觀,憧憬行業基本面具有吸引力,以及幹散貨運價將進一步反彈。
考慮到年初至今運費率強於此前預期,傑富瑞上調對該公司今明兩年收入預測上調4%,每股盈利預測則分別上調22%及28%,維持“買入”評級,並列為航運業首選。傑富瑞將太平洋航運超靈便型幹散貨船及小靈便型幹散貨船全年平均租金收入預測上調10%,目標價由2.9港元上調至3港元。
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