美银证券：重申中远海控(01919)“中性”评级 目标价8.3港元
美银证券发布报告称，重申中远海控(01919)“中性”评级，将其全年盈利预测上调90亿元人民币，以反映跨太平洋航运供应暂时受控，现货运费得以保持一段较长时间，但2024及2025年维持亏损预测不变，目标价8.3港元。
报告中称，公司盈警反映第三季盈利跌势持续，按季跌42%，而同业东方海外(00316)反映第三季平均运费按季跌11%，两者表现大致相符。该行相信中远海控第四季盈利按季继续下跌，估计第四季平均运费按季跌5%，2024及2025年将会取得亏损，主要因为欧洲合约需要重续，现货运费进一步受压。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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