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大摩:予东方海外国际(00316)“减持”评级 目标价89港元

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摩根士丹利发布报告称,予东方海外国际(00316)“减持”评级,认为由东方海外中期业绩推动股价上升空间有限,风险包括集装箱航运市场气氛见顶,现价运费有可能调整,目标价为89港元。

大摩相信,公司股价有70%至80%机会在未来60日下跌。公司公布第二季营运数据温和,运载量同比升1%,但运载力下降,可能受重整航线拖累,每个标准箱收入同比升13.4%,对比同期中国出口集装箱运价指数(CCFI)升53%。收入同比升14.4%,也跑输台湾同业。

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