汇丰研究的报告指，东方海外(00316.HK) 去年下半年的EBIT明显差过市场及该行预期，EBIT利润率为26%，低过同业平均的33%。至于近期地缘政治不确定性及贸易模式变化，为上半年的运费急跌提供缓冲，但供需平衡的情况表明下行周期将会持续较长时间。
该行期望管理层在今早(14日)的业绩分析会议上可披露其产能管理取向、目前合同价格谈判进展，以及全球贸易冲突的影响。该行下调对公司今明两年的盈利预测6%至10%，降EBIT利润率预测至4.6%及8.8%，并将公司目标价由95元降至90元，维持评级“减持”。(vc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-13 16:25。)
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