智通财经网·2025-08-11 07:47Group 1 - The core viewpoint of the report indicates that Pacific Basin Shipping's (02343) basic profit for the first half of the year was $20 million, which is below the expected $38 million [1] - The forecast for earnings per share for the next two years has been lowered by an average of 16%, while the prediction for 2027 has been raised [1] - The target price for the company has been adjusted from HKD 1.7 to HKD 2.4, maintaining a "neutral" rating, with the belief that the fundamental factors of the industry have bottomed out and valuations are roughly in line with historical averages [1] Group 2 - The market sentiment regarding the company's outlook is mixed, with some investors believing that demand recovery and port congestion will support recent bulk freight rates [1] - The company acknowledges that the pressure of oversupply will continue until next year, but holds a more optimistic view on the outlook beyond 2027 [1]