《大行》大和下调东方海外(00316.HK)目标价至110元评级下调至“持有”

阿斯达克财经07-16

大和发表报告，将东方海外(00316.HK) 目标价由160元下调至110元，评级由“买入”下调至“持有”，认为短期催化剂有限。
该行指，加沙停火谈判未有进展，因应红海局势发展，相信市场短期对集装箱航运的投资气氛继续恶化，另外上海出口集装箱运价指数(SCFI)在十三个星期的升势后开始回落，令投资者忧虑运费能否持续高企，因此该行认为东方海外股价的短期催化剂有限。

该行估计东方海外上半年经调整盈利按年有低十数(low teens)增长，不过下半年在比较基数较低下，增幅或会加速。由于年初至今其股价跑输中远海控(01919.HK) ，相信股价下跌的压力较中远海控为低。(cy/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-15 16:25。)

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《大行》大和下调东方海外(00316.HK)目标价至110元 评级下调至“持有”

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《大行》大和下调东方海外(00316.HK)目标价至110元评级下调至“持有”