You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》大摩料油轮市场未来3至6个月正面催化剂有限 降中远海能(01138.HK)评级至「与大市同步」
阿思达克 06-07 10:47
摩根士丹利发表研究报告,指油轮市场未来3至6个月正面催化剂有限,将中远海能(01138.HK)评级由「增持」降至「与大市同步」,目标价维持4.06元,以反映降2021至22年盈利预期分别17%及11%,并计入2023年盈利预期。

该行指,大型油轮运费盈利在首季处於廿年新低,至每日5,300美元,对比过去十一年同期平均为3.68万美元,相信是因疫情致封锁政策、以及油组国减产,令全球对燃油需求疲弱。

该行又指,油轮市场短期上升空间有限,因油价逆差、需求复苏慢於预期、海上仓储持续释放令供应增加、第二、三季为行业传统淡季。未来在石油输出国组织与夥伴国(OPEC+)将温和提升产量,伊朗复产的可能性将为主要的增长动力,但目前不确定性较高。

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.
uSMART
Wealth Growth Made Easy
Open Account