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《大行報告》匯豐研究:航運股短期有數個利好因素 基本面不受內地電力短缺影響
匯豐研究發表報告,中國電力短缺對航運基本面暫時沒有影響,貨運需求不受影響,原材料運送需求、中國以外市場的經濟增長以及全球對煤的需求,正面影響多過中國經濟放緩,該行持「買入」評級的航運股估值吸引,並有短期股價推動因素。 匯豐研究表示,若東方海外國際(00316.HK)、太平洋航運(02343.HK)、海豐國際(01308.HK)、中遠海控(01919.HK)等航運數據好過預期,或令市場上調航運股盈利預測。該行目前對該4隻股份均持「買入」評級,目標價分別為225元、5.7元、52元和28元。 匯豐研究表示,若國內電力短缺持續,供應鏈會轉移,越南等國能夠補足部分需求,又估計未來運費會繼續上升。
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