大行評級|大和:下調東方海外目標價至110港元 評級下調至“持有”
大和發表報吿,將東方海外目標價由160港元下調至110港元,評級由“買入”下調至“持有”,認為短期催化劑有限。
該行指,加沙停火談判未有進展,因應紅海局勢發展,相信市場短期對集裝箱航運的投資氣氛繼續惡化,另外上海出口集裝箱運價指數(SCFI)在十三個星期的升勢後開始回落,令投資者憂慮運費能否持續高企,因此該行認為東方海外股價的短期催化劑有限。該行估計東方海外上半年經調整盈利按年有低十數(low teens)增長,不過下半年在比較基數較低下,增幅或會加速。由於年初至今其股價跑輸中遠海控,相信股價下跌的壓力較中遠海控為低。
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