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《大行報告》匯豐研究:海豐(01308.HK)盈利可見性佳 中遠海控(01919.HK)派息或有驚喜
匯豐環球研究發表報告指,上海集裝箱運價指數於上周按周升2.7%,超越了今年10月8日的歷史高位。運費反彈與該行的預期一致,主因設備持續短缺及臨近中國農曆新年假期的提前補貨需求,此或導致供需進一步收緊。該行預期,運費在農曆新年前將繼續上升。 由於合約價提高、需求穩定及港口擠塞等,該行料航運業明年的盈利可見度會提高,其中海豐國際(01308.HK)的可見度最佳。集團明年計劃接收19艘船,令船隊擴大29%,並計劃利用新建船隻進一步擴展其服務。 至於中遠海控(01919.HK)預期或有最大上升動力,其潛在恢復派息可能令市場有驚喜。匯豐研究對兩企評級均為「買入」,目標價分別53元及28元。
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