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中金:上調中遠海能(1138.HK)目標價至5.2港元 評級“優於大市”
格隆匯 03-12 11:19

中金髮表研究報告,OPEC+會議談判失敗後,原油供應增加,利好油運需求,預計運費或會大幅增加,看好運費上漲時盈利彈性大的招商輪船和中遠海能(1138.HK),上調中遠海能H股目標價8%至5.2港元,並上調A股目標價15%至8.92元人民幣,維持“優於大市”投資評級,另外維持招商輪船“優於大市”的投資評級。

該行稱,招商輪船是全球最大的超大型油船船東,預計第一季度業績有望同比明顯改善,另外,中遠海能子公司大連油運制裁於1月31日獲得解禁,儘管中遠海能第一季度受益程度可能有限,但不確定性消失將提升中遠海能估值水平。

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