《大行報告》大和首予中遠海控(01919.HK)及東方海外(00316.HK)「買入」評級 航運股首選海豐國際(01308.HK)
大和首予中遠海控(01919.HK)及東方海外(00316.HK)「買入」評級,目標價分別爲14.5元和305元,均相當於預測市賬率1.2倍。該行認爲,雖然市場擔心需求放緩和供應充足可能導致運費下跌,但需求不確定性增加,但供應鏈受幹擾的情況更惡劣,預計運價可能在2022年至2023年繼續高企,由於結構性因素,有機會達到去年的高峯。
該行表示,對內地航運股首選海豐國際(01308.HK),評級「買入」,目標價60元。該行下調招商局港口(00144.HK)盈利預測,將目標價由18.5元下調至18元。
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