《藍籌業績》東方海外國際(00316.HK)上半年純利按年升1倍至56.64億美元 中期息連特別息共派6美元
東方海外國際(00316.HK)公布截至今年6月底止中期業績,收入110.61億美元(下同),按年升58.3%,為歷史最佳半年度收入。純利56.64億元,按年升101.5%;每股盈利8.58元。派息共6元,包括中期息3.43元及特別息2.57元,上年同期派中期息1.76元及特別息2.65元。
上半年公司總體貨運量減少7%,總收入上升61%,每個標準箱平均收入增長74%。其中太平洋航線的載貨量按年減少14%,收入則增長78%,每個標準箱平均收入按年增長106%。太平洋東行線上半年載貨量減少9%,收入增長84%,每個標準箱平均收入增長101%。亞洲/歐洲航線的整體載貨量幾乎持平不變,收入增長55%。大西洋航線上半年的載貨量減少15%,收入及每個標準箱平均收入則分別增長70%及101%。
於今年上半年,集團並無新建貨櫃輪交付,亦無訂購新船。集團於去年訂購的12艘運力達23,000個標準箱之貨櫃輪預期將自2023年開始交付,另有10艘運力達16,000個標準箱之貨櫃輪預期將於2024年第4季至2025年第4季交付。
主席萬敏表示,期內業績表現突出是源於集裝箱航運市場持續特殊狀況,市場供求力量推動大多數航線運費上升,加上公司一直以來密切關注成本控制,促成盈利強勁增長,目前旗下船舶在主要長途航線上滿載航行,預計未來幾週將依然維持現狀。展望未來,他指出雖然現在應是傳統跨太平洋航線的旺季,但未見旺季貨量顯著上升,將密切關注相關狀況。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.