港股異動 | 航運價格預計延續升勢,中遠海控漲超5%,東方海外國際漲超3%
uSMART盈立智投11月23日消息,週一港股早盤,航運個股中遠海控繼續表現強勢,截至10:57分,漲5.07%,最高觸及7.98港元,股價創2015年4月以來的高位。
上週,中遠海控累計漲20.58%,東方海外國際累計漲48.34%。
Jefferies表示,受到基本面推動,集裝箱運費在明年春節前有望繼續升高,儘管中遠海控和東方海外國際的股價上週大漲,行業短期仍將受到運費上行的推動。
分析師Andrew Lee等在報告中寫道,集裝箱運費上漲主要受到亞洲-歐洲以及亞洲-地中海航線的推動,漲幅最大的是亞洲-新加坡航線。
考慮公司亞歐航線產能基本100%依靠即期合同,推薦中遠海控H股,目標價設在7.9港元。
仍然維持東方海外國際的買入評級,目標價在60港元,後續重點關注主要股東是否會有減持行動以解決其股票自由流通量低的問題。
截至上個交易日收盤,中遠海控H股股價報7.5港元,東方海外國際股價報62.6港元。
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