港股異動 | 太平洋航運盤中漲超13%,績後利好持續
uSMART盈立智投3月1日消息,港股今日開盤,港口航運股走強,太平洋航運(2343.HK)盤中漲超13%,海豐國際、中遠海控盤中漲超5%,其餘個股均有不同幅度上漲。截至10:35分,太平洋航運(02343.HK)盤中漲超13%,報2.20港元,達兩年內最高位。
太平洋航運於2月25日盤後公佈2020年度業績稱,由於上半年的貨運市場疲弱,集團錄得1940萬美元的年度基本虧損;錄得年度淨虧損2.082億美元,主要由於集團就核心小靈便型乾散貨船船隊作出1.996億美元的非現金一次性減值。
摩根士丹利發表報告表示,預期短期內幹散貨新船訂單不會大增,市場供應處於健康水平,而隨環球經濟逐步復甦下,料市場需求會相應提升。該行指,太平洋航運(02343.HK)股價於去年8月起開始反彈,相信仍有進一步上升空間,主因預計未來12至18個月幹散貨資產使用率將會提高。該行上調其2020至2022年度經營利潤60%、137%及130%,以反映去年度業績高於預期,目標價由1.05港元升至2.58港元,且由與大市同步升至增持評級。
匯豐研究發佈研究報告,重申太平洋航運(02343)“買入”評級,目標價由1.7港元上調35.3%至2.3港元。 該行表示,隨着需求復甦的情況只是剛開始,與過去十年相比,現在的供求關係已有所改善,而具利潤達到十年來的最高水平,相信此股的重估應會繼續下去。報告中稱,波羅的海乾散貨綜合運費指數(BDI)在去年下半年反彈逾倍,有別於上半年的疲弱表現,有助太平洋航運在去年下半年實現800萬美元的邊際經常性利潤。然而,其盈利表現大大低過該行及市場預期,主要是因爲船員變動而導致營運成本增加。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.