Market Brief

The articles are produced in Chinese only.

Author

鄭錦華先生 (John Cheng)
助理經理

畢業於嶺南大學市場學系, 現任職輝立助理經理, 對投資股票、期權經驗豐富。 本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
Phone:
36533000

316 東方海外(國際)有限公司 ORIENT OVERSEAS (INTERNATIONAL) LTD.

Friday, November 1, 2024 Views509

團業務

集團主要業務為貨櫃運輸、物流業務及物業發展和投資,於超過60個國家設有280個辦事處。此外,集團旗下全資附屬公司「東方海外貨櫃航運」以「OOCL」之商標經營,乃為世界具規模之綜合國際貨櫃運輸、物流及碼頭公司之一。

 

業務回顧

截至2024年6月止半年度,集團營業額上升2﹒3%至46﹒46億元(美元;下同),股東應佔溢利則下降26﹒2%至8﹒33億元。期內業務概況如下:整體毛利增長1﹒3%至9﹒14億元,毛利率則下降0﹒2個百分點至19﹒7%;貨櫃運輸及物流:營業額增加2﹒3%至46﹒34億元,經營溢利則下跌23﹒3%至8﹒73億元;按地區劃分,來自亞洲之營業額增長19﹒2%至36﹒65億元,佔總營業額78﹒9%;來自歐洲之營業額則下跌36﹒8%至5﹒61億元,佔總營業額12﹒1%

 

展望未來

雖然當前行業供需前景向淡,但預期航運股仍可受到全球貿易潛在復甦及紅海局勢維持緊張的支持,憧憬現貨運價持續正常化將帶來一定壓力。

 

建議買入價: 100.00

目標價: 120.00

止蝕價: 95.00

 

註:本人鄭錦華為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

 

 
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