波羅的海乾散貨指數續漲9.6% 中遠海控(01919.HK)太航(02343.HK)曾升10%-15% 獲大行唱好後者逼近六年半高
受到巴西鐵礦石出貨量增加推動,海岬型船運價倍增,以及巴拿馬型船運價表現同樣強勁,帶動波羅的海乾散貨指數(BDI)六連漲,昨晚更急漲9.6%至2,710約十年高,六天累升近27%,年內更累飆逾98%。
本港航運股今天以提供乾散貨航運服務的太平洋航運(02343.HK)走勢最為強勁,股價升破本周一所創52周高位2.53元,一度急漲近15%至2.74元,創近六年半高,現造2.6元,續升8.8%,成交急增至9,292萬股,涉資2.44億元。大摩上調太航目標價31%至3.38元及給予「增持」評級,以反映料乾散貨行業於至少未來一年至年半仍處於上升周期,調高公司今明兩年經常性純利預測32%及19%;摩通也升太航目標價20%至3元及給予「增持」評級,以反映調高今明兩年盈測44%及47%。
主要提供集裝箱航運、乾散貨航運、集裝箱碼頭管理營運及集裝箱租賃業務的中遠海控(01919.HK)曾漲逾一成高見13.36元,逼近本月上旬所創紀錄高位13.76元,現造13.12元,升8.1%,成交增至7,039萬股,涉資9.15億元。
本月中遭長和(00001.HK)減持套逾8.5億元的東方海外(00316.HK)連續第五天回升,股價繼昨天重越10天線後,今天高見134元,現造132.5元,續升7.6%。此外,中國外運(00598.HK)繼昨天稍作整固後,今天股價升破52周高位3.39元,最高見3.48元,創兩年高,現造報3.45元,回升4.5%,成交增至1,332萬股,涉資4,576萬元。
主要提供海運、航運代理、堆場及倉儲相關服務的海豐國際(01308.HK)曾升4.7%至28元,暫受制本月上旬所創紀錄高位28.8元,現造27.45元,續升2.6%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.