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交銀國際:肺炎疫情打擊集運行業 維持中遠海運(1919.HK)“中性”評級
格隆匯 02-03 16:07

交銀國際報告指,預計武漢冠狀病毒會令傳統淡季延長,並打擊集運行業的市場氣氛。雖然受到疫情的干擾,仍然認為全球集運需求會在2020年逐步恢復,維持海豐國際(1308.HK)“買入”評級,由於中遠海運(1919.HK)和東方海外(00316HK)更容易受到主要東西貿易環境疲軟以及與低硫油相關的成本上漲影響,維持“中性”評級。

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