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发表于 17-5-2010 16:57:51|来自:新加坡
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回复 32# braveheart1975
美银调高EZRA 的目标价至S$2.76, 不知能否激起新的攻势。
0659 GMT [Dow Jones] STOCK CALL: Bank of America-Merrill Lynch starts Ezra Holdings (5DN.SG) at Buy with S$2.76 target price, based on sum-of-parts valuation; "we expect Ezra's share price and P/E to re-rate upwards, as the market sees evidence of management's confidence in new vessel deliveries. The share price reacts positively to new-build c**tructi** and on-schedule fleet expansion, as these are sources of earnings upgrades." Says supplier of offshore support vessels well-placed to benefit from strong demand in deepwater market; "the exploration and production activities in deepwater oil fields are the fastest growing portion of the offshore market". Notes Ezra's vessels mostly tied to long-term charter contracts, giving better earnings visibility. Shares off 4.1% at S$1.88. ([email protected]) |
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