高盛：上调中远海运港口目标价至6.5港元下调招商局港口目标价至11.6港元

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高盛发表研报指，中远海运港口去年度盈利表现超出预期，主要来自一次性税务拨备回拨所致，年内经常性溢利表现则符合预期。而受到联营港口贡献减少的拖累，招商局港口2023年盈利表现逊预期。该行指出，目前预期2024至2026年港口吞吐量年均复合增长率为3%，中远海运港口管理层预计国内及海外港口吞吐量将增长3%至4%及2%，而招商局港口管理层则预计今年运价表现持平，海外港口合约转仓则维持3%至4%增长。在...

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高盛：上调中远海运港口目标价至6.5港元 下调招商局港口目标价至11.6港元

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高盛：上调中远海运港口目标价至6.5港元下调招商局港口目标价至11.6港元