《大行报告》高盛升中远海运港口(01199.HK)目标价至6.5元招商局港口(00144.HK)目标价降至11.6元

阿斯达克财经04-05

高盛发表研报指，中远海运港口(01199.HK) 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(00144.HK) 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...

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《大行报告》高盛升中远海运港口(01199.HK)目标价至6.5元 招商局港口(00144.HK)目标价降至11.6元

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《大行报告》高盛升中远海运港口(01199.HK)目标价至6.5元招商局港口(00144.HK)目标价降至11.6元