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大行評級|高盛:上調中遠海控目標價至8港元 但重申“沽售”評級
高盛發表研究報吿指,上週亞歐航線運價錄得按周下跌,是4月中旬以來首次,而上海航運交易所SCFI運價指數最新數據亦顯示,綜合指數按周下跌2%,其中駛往美國西岸及東岸的遠程航線分別下跌6%及1%,而歐洲航線價格則增長4%。投資者關注運價是否出現轉捩點,高盛認為運價正處於轉捩點附近,因為8月份供應增加可能略微超過需求增幅,但鑑於目前市場需求仍然穩定,因此預期7月至8月運價不會出現大幅下跌。業界反饋指整體集裝箱運價可能已接近高位,加上對紅海航運受阻問題可能得到解決的預期升温,高盛預測可能誘發市場進一步獲利離場,重申對中遠海控的“沽售”評級。高盛將中遠海控今年及2026年經調整淨利潤預測分別上調67%及21%,明年淨虧損預測減少37%,目標價則從7.6港元升至8港元。
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