智通财经APP获悉,摩根土丹利发表报告表示,由近期股价上涨,使得短期内估值吸引力大打拆扣,相信未来15天及30天海丰国际(01308)和东方海外国际(00316)股价均有七八成可能下跌。
大摩认为,现货市场将持续正常化,带来负面的市场情绪,相对于集装箱航运同业,因海丰国际的潜在盈利表现维持“与大市同步”评级及目标价18.3港元,亦维持东方海外国际“减持”评级及目标价89港元。
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