《大行報告》摩通將中遠海控(01919.HK)列入正面催化劑觀察名單 升目標價至13元
摩根大通發表報告指,將中遠海控(01919.HK)列入正面催化劑觀察名單,在兩大運河危機下,其估值不高,預計其利潤將走高。考慮新船交付的時間表,該行認為市場過度關注行業產能過剩的風險,並忽略「完美風暴」將會減慢船舶和資源周轉速度的可能性。
該行指,在2024年期間,運費和輪船公司的獲利能力將走高,故上調中遠海控及東方海外(00316.HK)的預期,以反映其上季業績預告和即期運費溫和上漲。該行相信市場未來數周將會上調對航運公司的盈測。
摩通將中遠海控H股目標價由10元上調至13元,維持「增持」評級。
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