《大行報告》匯豐研究削航運股目標價 一舉降中遠海控(01919.HK)評級至「減持」
匯豐研究發表報告表示,航運費率已經見頂,2023至2024年不能避免進入下行週期,預計航運股盈利將由2022年高峯下跌80%,但盈利水平仍然好過以前。
匯豐研究下調航運股目標價,中遠海控(01919.HK)投資評級由「買入」一舉降至「減持」,H股目標價由18元下調至10.2元,東方海外(00316.HK)目標價由200元下調至128元,評級「減持」,海豐國際(01308.HK)目標價由50元下調至33元,維持「買入」評級。
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