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$马可波罗海业 (5LY.SG)$
Maybank KE维持买入，目标价新加坡0.08新元。
随着油价上涨，他们预计在短期内租金率将继续上涨，MPM的船舶利用率可能保持高水平。
他们还认为，目前的6.6倍FY25E市盈率对于CSOV和CTV的收入应该从FY25E开始是有吸引力的。加上预期船舶维修量的增加，FY25E收入预计会大幅增长。
他们认为，投资者可以在等待中潜力累积...
Maybank KE维持买入，目标价新加坡0.08新元。
随着油价上涨，他们预计在短期内租金率将继续上涨，MPM的船舶利用率可能保持高水平。
他们还认为，目前的6.6倍FY25E市盈率对于CSOV和CTV的收入应该从FY25E开始是有吸引力的。加上预期船舶维修量的增加，FY25E收入预计会大幅增长。
他们认为，投资者可以在等待中潜力累积...
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