Market Brief

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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

德翔海運有限公司 T.S. LINES LIMITED (2510)

Monday, September 29, 2025 Views215

德翔海運有限公司 T.S. LINES LIMITED (2510)

 

團業務

集團是一家專注於亞太地區的貨櫃航運公司。

 

業務回顧

截至2025年6月止半年度,集團營業額上升18﹒7%至6﹒41億元(美元;下同),股東應佔溢利增長2﹒2倍至1﹒89億元。期內,集團業務概況如下:整體毛利上升1﹒7倍至1﹒27億元,毛利率增加11﹒1個百分點至19﹒8%;提供貨櫃航運服務:營業額增加15﹒8%至5﹒86億元,佔總營業額91﹒3%

 

展望未來

2025年的全球航運業體現了在不確定性中的韌性。通過對法規、技術和市場策略的對齊,利益相關者可以在充滿前所未有挑戰與機遇的時代中開創一條可持續且盈利的航線。成功的關鍵在於擁抱創新、促進合作並適應不斷變化的全球格局。

 

建議買入價: 8.40

目標價: 10.00

止蝕價: 8.00

 

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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