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《大行報告》大摩料油輪市場未來3至6個月正面催化劑有限 降中遠海能(01138.HK)評級至「與大市同步」
阿思達克 06-07 10:47
摩根士丹利發表研究報告,指油輪市場未來3至6個月正面催化劑有限,將中遠海能(01138.HK)評級由「增持」降至「與大市同步」,目標價維持4.06元,以反映降2021至22年盈利預期分別17%及11%,並計入2023年盈利預期。

該行指,大型油輪運費盈利在首季處於廿年新低,至每日5,300美元,對比過去十一年同期平均為3.68萬美元,相信是因疫情致封鎖政策、以及油組國減產,令全球對燃油需求疲弱。

該行又指,油輪市場短期上升空間有限,因油價逆差、需求復甦慢於預期、海上倉儲持續釋放令供應增加、第二、三季為行業傳統淡季。未來在石油輸出國組織與夥伴國(OPEC+)將溫和提升產量,伊朗復產的可能性將為主要的增長動力,但目前不確定性較高。

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