《大行报告》大摩引述中远海控(01919.HK)管理层料美国航线高运价可持续
摩根士丹利发表研究报告指,中远海控(01919.HK)管理层预期近日美国航线现货运价上升,反映出供需关系持续紧张,管理层认为,最近美国航线的即期加息反映了美国航线的供求关系紧张,在美国市场前景乐观的支持下,船公司可能对续约後提价更有信心。
报告引述管理层预期,在没有重大负面事件的情况下,目前的高运价水平料得以维持。大摩指出,近日每标准箱成本分别按年及按季上升18%及13%,由於大型包船合约今明两年未到期,只有部分小型合约於下半年至明年需要重续,相信对全年资本开支影响不大。
大摩指,管理层正致力恢复派息,维持「增持」评级及目标价18.9元不变。
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