高盛：升中远海能(01138)目标价至16港元料运价有上行空间

智通财经02-05

智通财经APP获悉，高盛发布研报称，将中远海能(01138)2026及2027年的净利润预测分别上调11%与12%，以反映运费更高，并升中远海能港股目标价48%至16港元，升中远海能(600026.SH)A股目标价10%至18元人民币，维持“买入”评级。高盛认为国际运价仍有进一步上行空间，因受影子船队、受制裁船队相继退出市场或利用率偏低影响，将使有效运力低于市场预期。预期中远海能将成为此轮运价上行...

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高盛：升中远海能(01138)目标价至16港元 料运价有上行空间

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高盛：升中远海能(01138)目标价至16港元料运价有上行空间