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《大行報告》美銀證券下調中遠海控(01919.HK)目標價至9.5元 第三季或為集裝箱航運下行週期開始
美銀證券發表報告指,中遠海控(01919.HK)第三季純利按季下降10%,第三季或為集裝箱航運下行週期開始,相信第四季之後會有更大的下行空間。 該行預計,中遠海控第四季利潤按季下降50%,而在2022至2024年,隨著大量的新增運力,下行壓力會進一步加大。但考慮到目前估值,該行仍維持其「中性」評級,目標價由10.5元下調至9.5元。
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