研報掘金|中金:持續看好油運行業高景氣 上調中遠海能目標價至12.3港元
中金髮表報吿,指中遠海能首季收入58.38億元,按年升3.7%,按季亦升5.1%;淨利潤12.36億元,每股盈利0.26元,按年12.8%,若不考慮2023年賣船收益及資產減值損失,首季扣非淨利潤12.36億元,按年升39.8%,按季亦升52.4%,此外首季財務費用按年減少1.5億元,符合該行預期。
中金持續看好油運行業高景氣,維持對中遠海能盈測及H股“跑贏行業”評級不變,考慮到低估值的港股在行業風險偏好上行時估值有望修復,上調H股目標價14.4%至12.3港元,對應預測2024/25年市盈率分別8倍及7.1倍,且當前股價對應2024及25年股息率各6.9%及8.2%,股息具有一定吸引力。
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