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《大行》美銀證券降中遠海控(01919.HK)評級至「跑輸大市」 目標價降至11.5元
美銀證券發表報告指,對集裝箱航運的看法轉趨負面,第四季至明年上半年的費率和利潤料將再下調。該行對中遠海控(01919.HK)的評級由「中性」降至「跑輸大市」,目標價由14.7降至11.5元,對2025年至2027財政年度的每股盈利預測平均下調12%。 該行維持對受長途集裝箱市場正常化影響最大的長榮海運(2603.TT)和東方海外(0316.HK)的評級為「跑輸大市」,對東方海外目標價由115元降至100元,同時將海豐國際(01308.HK)的評級由「買入」降至「中性」,因預期亞洲區內運費亦將受壓,目標價27元。
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