中金：升中远海控(01919)目标价至16.5港元兼上调盈测季绩符预期_老虎社区_美港股上老虎

中金：升中远海控(01919)目标价至16.5港元兼上调盈测季绩符预期

智通财经03-25

智通财经APP获悉，中金发布研报称，考虑到地缘政治带来红海复航预期推迟，上调中远海控(01919)2026年净利润14.8%至235亿元，首次引入2027年净利润172亿元。考虑到明年行业供需仍有较大压力，但港股股息率更高，上调中远海控A/H目标价8.6%及13.8%，至分别17.7元人民币及16.5港元。维持“跑赢行业”评级。中远海控去年第四季业绩符合市场预期。收入2,195.04亿元人民币(...

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