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《大行報告》美銀證券升中遠海控(01919.HK)評級至「買入」 目標價上調至24元
美銀證券發表研究報告,指對集裝箱船運看法轉正面,升中遠海控(01919.HK)評級至「買入」,目標價由10.7元升至24元。

該行認爲,第三季行業將錄強勁表現,需求急速增長,以及目前物流業樽頸持續,料運費仍有上升空間,推動市場提升預期。

該行指,行業未來有多個催化劑,包括強勁的季節性展望,帶動運費有上升空間;6月份起預期同業會調整指引;市場預期提升;派息有驚喜;但同時需留意美國家品與家居開支數字、政府對運費是否有限制、物流業樽頸的情況、以及2023年起新船付運的情況。

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