大摩：维持东方海外国际(00316)“减持”评级 目标价调低至75港元
大摩发布报告称，尽管东方海外国际(00316)股息率较为吸引，但对行业周期持保守态度，因此依旧维持“减持”评级，目标价从77.2港元调低3%至75港元。
该行指出，考虑到该公司较低的利率和销售假设，对2023-2025年的利润预测分别下调24%、5%和15%。主要由于运费及运量预测下调，预计2023年盈利同比减84%，2024年同比减13%，2025年再同比减13%。
此外，大摩提高对公司派息比率的预计，预计将在2023-2025年派息比率70%，与2021-2022年类似。然而，考虑到新船的潜在资本支出，但也看到派息比率预测未来有下行风险。鉴于保守的货柜海运前景，管理层或决定降低派息比率。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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