《大行報告》美銀證券上調中遠海能(01138.HK)目標價至12元 評級「買入」
美銀證券發表報告指,中遠海能(01138.HK)料上半年淨利潤達約26.5億元人民幣,高於該行預期,估計是受惠今3月超大型油輪(VLCC)運價強勁的滯後效應,加上較低的燃油成本有助於提高國內油輪領域的盈利能力。
該行將公司在2023年至25年營運利潤預測上調至平均約20%水平,並預料下半年營運利潤按半年持平,主要是5月份的即期運價較弱,以及短期沙特7月起減產等不利因素,惟料其季節性因素於今年末起改善,因油輪基本面向好。該行將其目標價由10.35元上調至12元,維持評級「買入」。(ca/k)
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