《大行》中金升中远海控(01919.HK)目标价15%至11.5元上调盈测

阿斯达克财经05-06

中金发表报告，指中远海控(01919.HK) 首季业绩符该行预期。淡季运价上行，公司盈利及分红确定性提升，股息率有望较此前预期改善，且公司账面现金充裕，投资价值显现。由于近期运价上涨，报告上调对其今年盈测49%至221亿元人民币，上调2025年盈测15.7%至153亿元人民币，假设50%分红率下H股对应8.2%股息率。

报告维持予其H股“跑赢行业”评级，考虑到2025年后供需或仍承压，上调H股目标价15%至11.5港元，对应今明两年预测市盈率分别7.4倍及10.7倍。(da/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-05-06 12:25。)

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《大行》中金升中远海控(01919.HK)目标价15%至11.5元 上调盈测

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《大行》中金升中远海控(01919.HK)目标价15%至11.5元上调盈测