《大行報告》匯豐研究:海豐(01308.HK)、中遠海控(01919.HK)及太航(02343.HK)回調後更吸引 評級「買入」
匯豐研究發表研究報告指出,油輪運輸最壞情況或已過去,在需求復甦的推動及供應增長放緩的情況下,未來幾年盈利可能出現反彈,與該行在乾散貨行業看到的情況類似。
該行認為,市場對油輪的需求只會愈來愈好,同時油輪船舶訂單量創新低,導致油輪船隊增長或將保持低迷。另由於減碳新規及船廠產能不足帶來的不確定性,新船訂單一直疲弱。
此外,料下半年乾散貨航運需求有望恢復,雖然港口仍存在堵塞問題,有需求風險,但相信集裝箱運價將保持穩定。
匯豐研究對海豐(01308.HK)、中遠海控(01919.HK)及太航(02343.HK)評級均為「買入」,認為股價回調後更為吸引,目標價分別為55元、22元及6.5元。
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