美银证券上调中远海控目标价至13.5港元 维持"跑输大市"评级

Stock News
5 hours ago

美银证券最新研究报告指出,中远海控(01919)上半年纯利及股东回报均符合该行预期。受益于强劲需求及港口拥堵支撑运价高企,预计公司下半年盈利前景强劲,但短期盈利强势已充分反映在估值中。

美银证券提到,因应集装箱运费长期维持高位,将中远海控2026至28财年每股盈测平均上调每股0.4元。该行将目标价由12.5港元上调至13.5港元,但重申"跑输大市"评级。

展望2027年,该行指出,即使需求和港口拥堵情况持续超出预期,但受红海航线重开及新船交付带动,船舶市场进入下行周期的风险仍在上升。

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