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《大行報告》瑞信:中遠海控(01919.HK)去年純利略優預期 料今年高運費持續
阿思達克 01-25 14:34
瑞信發表研究報告指,中遠海控(01919.HK)日前發布2021財年盈喜,預期全年淨利潤增長至約893億元人民幣,略高於市場預測,符合該行預期,主要來自運費及付運量增長,惟第四季出貨量按季下跌2.1%,或是由於港口擁堵及有效運力下降所致。 展望未來。瑞信預計2022年運費將持續上漲,指出新增供應有限,加上長期合約帶來收入,航運需求強勁,以及去年基數較低。瑞信指,除供應鏈挑戰外,各地對船員的檢疫要求及零星封鎖措施將繼續阻礙航運力,預期2022年供應量將按年增長4%,需求則增長5%,另外行業高度整合對運費亦有支持。 瑞信維持對中遠海控的「跑贏大市」評級,看好公司作為全球市場領導者,憑藉橫跨主要貿易航線的大型船隊可捉緊運費上升趨勢,予目標價21元。
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