中金：维持招商局港口(00144.HK)跑赢行业评级上调目标价至18港元

智通财经09-02

【中金：维持招商局港口(00144.HK)跑赢行业评级上调目标价至18港元】智通财经APP获悉，中金发布研报称，考虑到单箱收入超预期，上调招商局港口(00144.HK)2026年收入3.42%至142.5亿港元，但由于上半年港口主业外参股公司计提亏损，该行维持2026年净利润基本不变，考虑到明年箱量及单箱收入有望进一步增长，上调2027年净利润7.37%至84.2亿港元。当前股价对应8.8倍2026年市盈率和8.2倍2027市盈率。维持跑赢行业评级，考虑到行业风险偏好上行，该行上调目标价9.09%至18港元/股，对应9.7倍2026年市盈率和9倍2027年市盈率，较当前股价有9.69%的上行空间。

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中金：维持招商局港口(00144.HK)跑赢行业评级 上调目标价至18港元

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中金：维持招商局港口(00144.HK)跑赢行业评级上调目标价至18港元