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《大行》美銀證券升太平洋航運(02343.HK)目標價至2.4元 重申「中性」評級
阿思達克 08-11 12:24
美銀證券發表研究報告指,太平洋航運(02343.HK)上半年的基本溢利為2,000萬美元,低於預期的3,800萬美元。 該行表示,市場對公司前景好壞參半。部分投資者相信,需求復甦及港口擠塞將支撐近期散貨運費。另外,公司承認供過於求的壓力將持續至明年,惟對2027年以後的前景則較為樂觀。 該行指出,由於太平洋航運上半年業績遜於預期,將今明兩年的每股盈測平均下調16%,但上調2027年預測。該行將集團目標價由1.7元調升至2.4元,重申公司「中性」評級,相信行業基本因素已見底,而估值與歷史平均值大致相若。
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