太平洋航运:重回底部 估值及股息具有吸引力

中金公司
05 Mar

2024 年业绩小幅低于我们预期公司公布2024 年全年业绩:收入25.82 亿美元,同比+12.4%,归母净利润1.32 亿美元,对应每股基本盈利2.54 美仙,同比+20.4%,公司业绩略低于我们预期,主要因公司下半年实现的TCE 运价略低于我们预期。公司TCE 运价同比下滑,但仍好于行业水平。2024 公司核心业务小灵便型船实现TCE12,840 美元/天,同比+4.8%,超出行业运价1,...

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