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《大行報告》Jefferies降東方海外(00316.HK)評級至「跑輸大市」 下調中遠海控(01919.HK)至「持有」
Jefferies發表報告,指對集裝箱航運業持減持觀點。目前運費正處於「3P」,即能源、峰值、溢價的壓力拐點,預計2022年將有高利潤,但隨著船舶運力不再緊張,以及明年之前的電力短缺、假日空船航行減少等因素,航運股股價將進一步回落。 展望2022年,Jefferies指,鑒於終端用戶的低庫存和相對較小的新船交付量,對明年全球集裝箱航運業的基本面仍持樂觀態度,而需求可能會出現意外,因為年初至今港口擠塞正在壓抑運量。但考慮到新船訂單,2023年以後將是一個問題,2023年的預計交付量相當於目前船隊的9.5%。 Jefferies大削航運股評級及目標價。東方海外(00316.HK)的評級由「買入」下調至「跑輸大市」,目標價由206元大減至100元,中遠海控(01919.HK)評級由「買入」降下調至「持有」,目標價由22元大減至12.3元,並指該股已經處於中期市賬率水平。
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