大行評級|高盛:重申長期看好中遠海能 予其目標價11.5港元
高盛發表報吿指出,中遠海能發盈警,預期上半年淨利潤按年跌至26億元,意味着次季淨利潤為13億元,按年跌23 %或按季升6%。剔除次季出售三艘船舶的一次性處置收益後,次季經常性淨利潤應為13億元,即按年跌14%或按季升6%,符合該行預期。
該行料中遠海能業績符合預期,加上淡季運價下降,可能意味着第三季短期內缺乏上行催化劑,但該行重申長期看好中遠海能,因認為其供需前景良好(即使缺乏紅海影響),且第四季旺季運價潛在上升或提供另一個買入機會,予其“買入”評級,目標價為11.5港元。
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