《大行》大和一举升海丰国际(01308.HK)评级至“买入” 目标价上调至26元

阿斯达克财经
04 Nov 2024

大和发表研报,指海丰国际(01308.HK) 第三季度经营数据较预期理想,运价较预期强,在行业季节性因素利好下预测第三季平均运费按季提升21%,好过该行早前预期。

该行认为第三季表现向好主要由于贸易需求改善,因此相信第四季仍有提价空间,并对明年经营前景转趋更正面,将海丰国际评级从“持有”连升两级至“买入”,并将今年全年运费增长预测从8%上调至14%,预料全年经调整盈利可按年增长78%至9.08亿美元,目标价由17元上调至26元,2024至2026年每股盈利预测亦上调15.4%、36.2%及2.1%。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-04 12:25。)

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