《大行報告》美銀證券上調中遠海能(01138.HK)目標價至5.85元 評級「買入」
美銀證券發表的研究報告,維持對中遠海能(01138.HK)「買入」評級,認為油輪方面將受惠「OPEC+」價格戰等,儘管面對新型冠狀病毒疫情影響,該行仍將公司目標價由5.5元升至5.85元,料儲油需求增加將支持今年超大型油船(VLCC)運費至每日4.5萬美元,按年增長一成,並高於成本價每日3萬美元。
該行對今年展望看法正面,雖然疫情或會影響用戶需求,但認為將有儲油方面的需求。主要風險在於倘「OPEC+」價格戰完結,油輪市場中期或面對去庫存問題,未來6-12個月油輪儲存回報或受影響,而美國出口方面也有負面影響。該行指出去年業績無大驚喜,該行將公司2020-22年預測上調4-5億元人民幣,以反映超大型油船運費增長。(el/u) ~
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