《大行報告》摩通轉為看好航運股 升中遠海控(01919.HK)及太航(02343.HK)評級至「增持」
摩根大通發表研究報告,指轉為看好航運股,包括貨櫃及散貨航運,升中遠海控(01919.HK)目標價,由4.5元上調至5.3元,另升太平洋航運(02343.HK)目標價,由1元上調至1.7元,評級各由「中性」上調至「增持」。
該行稱,在疫情下航運業連繫全球,其中集裝箱航運方面,市場對政府干預跨大平洋航線運費飆升的憂慮似乎過度,同時全球經濟展望改善,貿易復甦較預期快,美國入口消費品已重回2019年疫情前的水平,相信下周舉行的IMF和世銀年會各將上調經濟預測,有助航運業的發展。同時,據該行渠道調查發現,美國西岸的主要港口擠塞,在破紀錄運載量下,未來數周交付料延遲,並支持第四季運費率。
摩通又指出,在散貨船方面,需求亦見復甦,相信在中國工業及基建活動「追落後」下,波羅的海指數會在第四季高峰期上升。整體貨櫃及散貨航運而言,行業供應維持緊張,在疫情下為維持貨運經營,海員換班限制導致三分之一海員滯留船上;聯合國要求採取行動解決危機,以至海員工業行動,或進一步限制行業運力。
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