《大行報告》匯豐研究下調太平洋航運(02343.HK)目標價至6元 評級「買入」
匯豐研究發表報告,重申太平洋航運(02343.HK)評級「買入」,目標價由6.5元下調至6元,主要是由於可轉換債券帶來的攤薄和宣派較高中期息,並且部分受到更高的目標市賬率推動。
匯豐研究表示,有別於由2023年開始對產能過剩的集裝箱運輸憂慮,乾散貨對供需平衡具有能見度,趨勢能延續多年。
太平洋航運表示,下半年通脹和衰退風險上升,否則這將是一個乾散貨貿易的傳統旺季,該行認為太航仍有潛在的催化劑,包括中國重新開放經濟活動,放寬防疫措施並加強基礎設施支出,可能會推動更多乾散貨貿易,並減少與船員相關的隔離費用,由聯合國磋商的烏克蘭穀物出口協議,可能會推動未來四個月額外增加2,000萬公噸的裝載量。
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