小摩：维持嘉里物流(00636)“增持”评级 目标价11港元
摩根大通发布报告称，将嘉里物流(00636)2024财年盈利预测微升2%，并维持目标价11港元，相信集团最有能力从当前空运和海运运价的上升周期中受益，维持“增持”评级。管理层对今年空运和海运运价的趋势持正面看法。跨境电商的增长将有力支撑空运价格。在持续的红海危机以及7月/8月东海岸工会谈判带来的不确定性的情况下，海运费的上升周期可能会持续。
报告中称，集团的长期策略是扩大其在伊利诺州的网络覆盖范围，透过并购加强其在跨大西洋贸易航线上的地位，以增强定价能力，并累积主要垂直领域的专业知识。集团的长期目标是成为全球排名前五的货运代理商之一。管理阶层指导净利达到高个位数增长，但根据目前运价上升周期的幅度，该行认为增长过于保守。
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