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大行評級|高盛:下調中遠海能目標價至10.6港元 下調2024至26年盈測
高盛發表報吿指出,中遠海能上半年純利26億元,與早前盈警預測一致。如剔除期內出售5艘船的一次性收益,公司上半年的經常性利潤實際按年增長8%,單計第二季則按年跌10%。公司將於10月底公佈第三季季績時同時披露中期利潤分配具體方案,派息率指引為30%至50%。
該行對中遠海能2024至2026年淨利潤預測下調4%至12%,目標價由11.5港元下調至10.6港元,以反映對航運週轉量及運費的預測。此外,該行料原油油輪供應將持續緊張至2027年。
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