港股異動 | 海豐國際反彈約5%止步5連跌 機構料其毛利率下半年將改善
海豐國際(1308.HK)反彈約5%止步5連跌,現報13.62港元,總市值365億港元。此前公司進行了非交易路演,管理層稱,8月下旬運價將有所回升,基於提前預訂的貨物量將有所增加。當中,東南亞國家增長強勁,泰國和菲律賓表現穩健,但越南和日本仍面臨壓力。此外管理層認為,在後疫情時代,運費將高於疫情前的水平。大和預計公司毛利率下半年將會改善,受惠於貨運量和運費率恢復。

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