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港股异动 | 港口航运股走强 太平洋航运(2343.HK)大涨12%
格隆汇 03-01 10:35
格隆汇3月1日丨港口航运股走强,太平洋航运(2343.HK)大涨12%,海丰国际、中远海控涨超5%,中远海运港口、中国外运、厦门港务等纷纷上涨。太平洋航运近日公布2020年度业绩称,由于上半年的货运市场疲弱,集团录得1940万美元的年度基本亏损。绩后摩通发研报指,公司在去年下半年录显著复苏,并回复盈利。其今年开局强劲,预期行业今年供需基本面持续改善,目标价升至2.5港元,评级“增持”。汇丰亦重申买入评级,目标价上调至2.3港元,相信该股的重估应会继续下去。板块上,交银国际认为,当前坚挺的需求以及持续的设备短缺,将在短期内支撑集运企业的股价,维持东方海外和海丰国际的买入评级。

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