Freight Rate Improvements Will Boost Earnings In 2025, But Oversupply May Pose Challenges

AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Published
02 Mar 25
Updated
24 Jul 25
AnalystConsensusTarget's Fair Value
HK$2.02
12.4% overvalued intrinsic discount
24 Jul
HK$2.27
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1Y
-4.6%
7D
-0.4%

Author's Valuation

HK$2.0

12.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 0.98%

Shared on23 Apr 25
Fair value Increased 0.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.50%

AnalystConsensusTarget has decreased revenue growth from -0.3% to -0.4%, decreased profit margin from 6.5% to 5.6% and increased future PE multiple from 9.3x to 10.9x.

Shared on09 Apr 25
Fair value Decreased 0.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 2.00%

AnalystConsensusTarget has increased revenue growth from -1.5% to -0.3%, decreased profit margin from 7.8% to 6.5% and increased future PE multiple from 8.1x to 9.7x.