大行評級|美銀:重申太平洋航運“買入”評級 目標價為2.85港元
美銀證券發表研究報吿指,太平洋航運上半年業績遜於市預期,基礎溢利錄4300萬美元,遠低於美銀已下調的5800萬美元預測,預期盈利大幅下跌主要由於期內租船成本較去年同期大增35%。但美銀相信,上半年的成本暴升,可能只是一次性影響,指出下半年的已確認運費水平健康,相信可為下半年基本溢利增長提供支持。憧憬下半年滯後於幹散貨業務基本面可回升,不利因素有望緩和,美銀重申對其“買入”評級,目標價為2.85港元。
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