《大行報告》瑞信首予海豐國際(01308.HK)及中遠海控(01919.HK)「跑贏大市」評級 料今年運費續升
瑞信發表報告指,由於新冠變種病毒的流行持續對脆弱的供應鏈帶來壓力,集裝箱的運輸能力預期仍會因供應瓶頸(物流和勞動力)和疫情限制而受壓。
該行預期,今年集裝箱運價將繼續上升,主要由於新增供應有限,估計今年船隊增長將保持緩慢,按年料僅增長4%。另外,由於現貨價較去年合約飆升約三倍,合約勢將進一步提高。而在解決封鎖後的復甦、美國庫存水平低,及區域全面經濟夥伴協定(RCEP)出口增加的支持下,預期航運需求亦會強勁。
瑞信首次覆蓋研究海豐國際(01308.HK)及中遠海控(01919.HK),兩企均予「跑贏大市」評級,海豐國際目標價44元並為行業首選,中遠海控目標價則為21元。
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.