港股異動 | 三季度盈利有望超預期,中遠海控H股盤中大升8%
uSMART友信智投9月7日消息,週一港股,中遠海控逆市大升,截至10:50分,中遠海控市中最高升幅爲8.65%,觸及4.28港元,股價創逾兩年高位。
中金公司表示,上調中遠海控A和H股目標價,上海出口集裝箱運價指數(SCFI)美線運價連創新高,公司三季度盈利有望超預期。
分析師劉鋼賢等人在報告中表示,需求超預期下關注9月中黃金週前的升價窗口。
閒置運力已快速回歸市場,美線甚至出現了加班船,運價在這一期間連創新高。
預計公司三季度盈利約25億元-30億元人民幣。
旺季過後的運價水平有望超預期,爲明年的長協合同價談判奠定基礎。公司盈利彈性大,國際航線平均運價每上升1%,測算增厚公司2020年盈利約13億元
上調2020年盈利預測34%至45.2億元,2021年上調62%至56.9億元。
上調中遠海控A股目 標價12%至6.96元人民幣,對應25%上行空間;H股目標價上調7%至5.38港元,對應37%上行空間。
關於中遠海控
中遠海運控股股份有限公司(簡稱“中遠海控”,原“中國遠洋”)是中遠海運集團航運及碼頭經營主業上市旗艦企業和資本平台。公司成立於2005年3月3日,2005年6月30日在香港聯交所主板成功上市(股票編號:01919.HK),2007年6月26日在上海證券交易所成功上市(股票編號:601919)。公司註冊資本人民幣12,259,529,227元,註冊地:天津空港經濟區,法定代表人:許立榮。截止2018年12月31日,中國遠洋運輸有限公司及其所屬公司合併持有本公司股份共計 45.47%。
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