大行評級|瑞銀:上調海豐國際目標價至25港元 列入亞太區關鍵推薦名單
瑞銀髮表研究報告,指海豐國際強勁現金流可支撐股息,且有維持派息比率達七成的往績,相信其股息收益率極具吸引力。該行將集團評級由“沽售”一舉上調至“買入”,並改變估值計算方法,以預測企業價值對EBITDA約5.5倍計,目標價由17.3港元調升至25港元,並將該股列入瑞銀亞太區關鍵推薦名單。
該行預期,亞洲區內航線將持續供不應求,料運費今年以後持續高企,疊加海豐國際的成本控制將推動集團EBITDA在2025至29年持續增長,上調其2025至27年的每股盈測介乎70%至91%。
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