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 News08-31 17:46

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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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

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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