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《大行報告》美銀證券微降中遠海能(01138.HK)目標價至5.1元 評級「買入」
美銀證券發表研究報告指出,中遠海能(01138.HK)受惠於油輪市場未來供應增長放緩,以及石油輸出國組織產量增加,維持對其「買入」評級。 該行認爲,俄羅斯及烏克蘭衝突導致石油運輸距離更長,但中遠海能於當中的直接槓桿較少,因其專注於超大型原油船(VLCC)業務,相信可在需求溢出的情況下,藉VLCC獲得次要收益。目標價由5.2元降至5.1元。
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