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《大行報告》摩通上調東方海外(00316.HK)目標價至200元 重申中遠海控(01919.HK)「增持」評級
阿思達克 05-28 12:07
摩根大通發表研究報告指,即使近期有運費見頂及監管干預的憂慮,全球航運業續面對前所未見的供需關係。由於市場條件,航運商定價能力顯著改善。該行上調今明兩年行業需求增長預測,由按年升5%及3.3%,上調至分別升6%及3.9%。以上海出口集裝箱運價指數(SCFI)計,運費自3月底至今累升約35%,在蘇伊士運河堵塞事件後連升八周,值得注意,全球許多航運商向美國聯邦海事委員會(FMC)建議費率上調,大部分要求6月1日旺季起每個40呎標準貨櫃(FEU)加價1,000美元。

在美國進口強勁提振終端需求下,由於供應緊張,該行料運費有進一步上升空間,更重要的是,該行所覆蓋三家亞洲航運商的盈利能力及現金流展望均強勁,即中遠海控(01919.HK)、長榮海運及東方海外國際(00316.HK)。摩通重申中遠海控H股「增持」評級,目標價24元;並上調東方海外盈測,目標價由183元升至200元,評級「增持」。

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