【华创证券:维持中远海能“推荐”评级,目标价16.8元】华创证券研报指出,中远海能(600026.SH)2024年预计实现归母净利39.6亿,同比增长17.2%。考虑到前三季度化工品供应链业务尚未并表,相同口径下测算(即全年重述后业绩减去前三季度未重述业绩),2024Q4预计实现扣非归母净利6亿,同比下降25%。短期来看,建议持续关注制裁落地的持续性和范围,若持续加强,或将明显增加运输难度及成本,有望利好于合规市场的需求承接,并推动老旧船出清。油运作为强弹性品种,供给逻辑明确,一旦需求上行,运价弹性巨大,参考过去三年PB平均值,给予公司2025 年1.9倍PB估值,对应目标价16.8元,预期较现价32%空间,维持“推荐”评级。

金融界
14 Jan
华创证券研报指出,中远海能(600026.SH)2024年预计实现归母净利39.6亿,同比增长17.2%。考虑到前三季度化工品供应链业务尚未并表,相同口径下测算(即全年重述后业绩减去前三季度未重述业绩),2024Q4预计实现扣非归母净利6亿,同比下降25%。短期来看,建议持续关注制裁落地的持续性和范围,若持续加强,或将明显增加运输难度及成本,有望利好于合规市场的需求承接,并推动老旧船出清。油运作为强弹性品种,供给逻辑明确,一旦需求上行,运价弹性巨大,参考过去三年PB平均值,给予公司2025 年1.9倍PB估值,对应目标价16.8元,预期较现价32%空间,维持“推荐”评级。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10