《大行報告》花旗一舉升中遠海控(01919.HK)評級至「買入」 上調目標價至8.2元
花旗發表研究報告指出,目前長榮海運、陽明海運和中遠海控(01919.HK)的估值處於近廿年低位,很大程度上由於價格戰及充滿挑戰的前景所致。
該行將中遠海控今明兩年的每標準箱平均收入預測分別上調23%及7%,反映出公司對進口供應集中的主要東西向貿易通道的依賴程度較低。隨著調整單位成本,下調公司明年核心盈利至接近盈虧平衡。鑑於公司年初至今產能紀律好過預期,該行對其目標價由6.8元上調至8.2元,並將其評級由「沽售」一舉升至「買入」。
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