摩根大通发布研究报告称，招商局港口（00144）拥有分布于全球的多元化港口资产组合，今年以来吞吐量势头较预期强劲，相信该公司处于更有利位置捕捉相关机遇，将目标价从14港元上调至14.5港元，对应2025年预测市盈率约8倍。

　　摩通形容招商局港口为中国价值型企业，属稳健的中期投资选择，指出在宏观经济及贸易政策存在不确定性的情况下，集装箱吞吐量的短中期前景更具有弹性，同时由于港口税上调，公司明年盈利有提升空间，相应将2024至2026年度税后净利预测上调约3%。

　　该行指，招商局港口承诺会提高股东回报，虽然其股价年初至今表现跑赢大市，但以约6%的股息回报率计算，现价估值仍具吸引力。

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