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《大行報告》大和下調太平洋航運(02343.HK)目標價至3.3元 估值吸引評級「買入」
阿思達克 10-24 11:28
大和發表報告指,經過數月觀察並沒有出現安全問題,太平洋航運(02343.HK)帶着一至兩艘處理烏克蘭穀物出口的船隻,重新進入黑海市場,該行表示視此爲正面,惟預料今年第四季的等價期基準租金日均收入(TCE)盈利復甦放緩。 該行表示,監於近期股價調整後淨資產價值大幅折讓,管理層正在考慮進行股份回購(須經董事會批準)。而隨着公司逐步訂購船舶,認爲公司將會維持其股息政策,對於未來派息率不低於50%感信心,又認爲公司派發特別息的機會率很大,料明年全年總股息或高達70%。 該行將公司2022年至24年每股盈測下調14%至46%,並將其目標價由4元下調至3.3元,維持其估值吸引,評級爲「買入」不變。(ca/k) ~
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