港股異動丨海豐國際漲5.43% 獲匯豐研究升級提價
格隆匯4月27日丨海豐國際(1308.HK)漲5.43%,報7.38港元,總市值197.64億港元。匯豐研究稱,過去多年公司鎖定了其成本及業務模式,並確保其盈利上行趨勢,參考行業的基本面,該行認為需求方面的不確定性仍然持續,而供應增長而大致反映。該行指出行業新船訂單跌至歷史低位,配合貿易戰糾紛及內地人工成本上升,生產由中國轉移至東南亞對公司有利,因為海豐國際在亞洲有高頻及高密度的網絡。故將其評級從“持有”調高至“買入”,目標價由7.8港元升至8.5港元。
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