研報掘金|中金:上調海豐國際目標價24.3港元 上調今明兩年盈測
中金髮表研究報吿指,自4月底以來,東南亞貨櫃海運運費快速上升,海豐國際憑藉在東南亞市場的影響力,不斷開闢新的航線網絡,保持高質素服務和低成本的競爭優勢。該行預計,公司將受惠於運費上升,並錄得更高的盈利和股息。另外,隨着第四季轉入旺季,料運費將進一步上升。該行提到,從長遠來看,亞洲區內市場新增運輸能力有限,預計由於區內的產業遷移,需求將繼續增長,而供需狀況將逐年改善。中金表示,由於東南亞運費上升,將海豐國際2024年盈測上調33.4%至6.74億美元,並升2025年盈測13.3%,料錄5.02億美元。該行維持集團“跑贏行業”評級,目標價調升51.9%到24.3港元。
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.