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大行評級|瑞銀:下調海豐國際目標價至17.6港元 評級降至“沽售”

瑞銀髮表報吿指出,海豐國際股價自9月份低位回升約29%,主要由於中國刺激政策和公司宣派特別息。不過,該行預期集裝箱航運業將在2021至2024年的“黃金時代”後進入深度下行的週期。該行對海豐國際2024至2026年的盈利預測,較市場預期分別低0%、4%及18%,主要由於該行相信市場尚未反映明年下半年的盈利下行風險,包括提早出貨令集裝箱運量受壓;運費減少;隨着新船交付和2026年租船比例上升,船舶成本將增加。

此外,該行將海豐國際2024至2026年的盈利預測各上調19%、下調3%及下調8%,對其目標價由17.8港元下調至17.6港元,評級由“中性”降至“沽售”。

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