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《大行報告》中金升中遠海控(01919.HK)目標價至19.5元 料股息率具吸引力
阿思達克 01-25 15:32
中金發表報告表示|中遠海控(01919.HK)發布業績預告,預計2021年實現歸母淨利潤893億元人民幣(下同),按年增長799%,基本符合該行此前預期,但可能低於部分市場樂觀預期。 該行指,中遠海控去年末季度淨利潤為217億元,低於第三季的305億元,該行認為可能受到船舶等成本上漲、年終獎等管理費用集中確認、稅盾抵扣完畢因素影響。現金流強勁,具備分紅條件。 該行稱,中遠海控2022年盈利確定性仍高:即期運價高位震盪,合同運價上漲貢獻增量利潤。市場對需求趨勢和2023至2024年新船交付仍有分歧。由於2022年平均運價有望上漲,中金上調2022年盈利預測97%至1,019億元,引入2023年盈利預測596億元。中金維持對中遠海控「跑贏行業」評級,考慮到H股股息收益率更有吸引力,上調H股目標價22%至19.5港元,相當於預測2023年市盈率4.5倍。
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