中远海能(01138.HK) 宣布拟向特定对象发行最多14.31亿股A股，集资不超过80亿人民币。摩根士丹利发表研表指，中远海能发行A股集资，发行对象当中包括间接控股股东中远海运集团，集资所得将用于公司资本开支用途，例如投资建造船只。
考虑到中国债务融资成本较低，大摩认为此次发行A股集资对中远海能而言属负面，然而母企将参与认购50%股份，或可归类为一次资本注入，并反映出中远海运对中远海能前景看好。
大摩预期，若OPEC国家增加石油产量或美国增加石油出口，油轮行业周期将要继续面对上行风险，计及在融资成本节省，估计今次非公开发行完成后公司每股盈利将被摊薄约10%，短期看法负面，该行维持对中远海能“增持”评级，目标价为9.5元。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-24 16:25。)
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