波罗的海乾散货指数续涨9.6% 中远海控(01919.HK)太航(02343.HK)曾升10%-15% 获大行唱好後者逼近六年半高
受到巴西铁矿石出货量增加推动,海岬型船运价倍增,以及巴拿马型船运价表现同样强劲,带动波罗的海乾散货指数(BDI)六连涨,昨晚更急涨9.6%至2,710约十年高,六天累升近27%,年内更累飙逾98%。
本港航运股今天以提供乾散货航运服务的太平洋航运(02343.HK)走势最为强劲,股价升破本周一所创52周高位2.53元,一度急涨近15%至2.74元,创近六年半高,现造2.6元,续升8.8%,成交急增至9,292万股,涉资2.44亿元。大摩上调太航目标价31%至3.38元及给予「增持」评级,以反映料乾散货行业於至少未来一年至年半仍处於上升周期,调高公司今明两年经常性纯利预测32%及19%;摩通也升太航目标价20%至3元及给予「增持」评级,以反映调高今明两年盈测44%及47%。
主要提供集装箱航运、乾散货航运、集装箱码头管理营运及集装箱租赁业务的中远海控(01919.HK)曾涨逾一成高见13.36元,逼近本月上旬所创纪录高位13.76元,现造13.12元,升8.1%,成交增至7,039万股,涉资9.15亿元。
本月中遭长和(00001.HK)减持套逾8.5亿元的东方海外(00316.HK)连续第五天回升,股价继昨天重越10天线後,今天高见134元,现造132.5元,续升7.6%。此外,中国外运(00598.HK)继昨天稍作整固後,今天股价升破52周高位3.39元,最高见3.48元,创两年高,现造报3.45元,回升4.5%,成交增至1,332万股,涉资4,576万元。
主要提供海运、航运代理、堆场及仓储相关服务的海丰国际(01308.HK)曾升4.7%至28元,暂受制本月上旬所创纪录高位28.8元,现造27.45元,续升2.6%。
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