《大行》高盛微升中远海控(01919.HK)目标价至11.9元 上季净利润略高于预期

阿斯达克财经
13 Jan

高盛发表研究报告指,中远海控(01919.HK) 日前发出盈喜,预计2024年净利润为491亿元人民币,按年增长106%。意味着上季的净利润为110亿人民币,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元微升至11.9元,续予“中性”评级。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-10 16:25。)

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