高盛:中远海控日前发出盈喜 微升目标价至11.9港元

金融界
13 Jan

高盛发表研究报告指,中远海控日前发出盈喜,预计2024年净利润为491亿元,按年增长106%。意味着上季的净利润为110亿元,略好于预期。相信是由于特别是泛太平洋航线的货运量增加,及外汇收益。另外,该行认为集装箱航运的前景向下,因为最新的SCFI大幅下跌9%,相信是由于季节性影响,农历新年后货运减少;及由于航运联盟主动控制运力,令欧洲航线运费不可持续上升。该行将中远海控目标价由11.8港元微升至...

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