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《大行報告》高盛:中遠海控(01919.HK)屬亞太航運股喜愛之選 重申「買入」評級
阿思達克 06-15 14:39
高盛發表報告指,全球經濟增長疲弱可能導致2020年所有細分市場的需求大幅下降,認為亞洲航運業前景充滿挑戰,預計各市場今年出口量將按年下降4%至20%,相信集裝箱及能源行業全球貿易量要到2022年才可恢復到去年相若水平。

該行將航運業今、明兩年利潤預測分別下調95-421%及60-142%,以反映集裝箱和汽車運輸商的銷量減少,以及乾散貨價格疲軟。

但高盛表示,相信行業整合及結構改善有助消耗年初至今剩下的航運力,推動運價上漲。此外,季節性因素下乾散貨價格有望改善,貨運需求維持相對較多,以及負面因素已反映在股價上,該行對行業看法保持正面,看好中遠海控(01919.HK),重申「買入」評級,目標價下調至2.9元。

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