小摩:對航運股保留積極看法,行業首選中遠海控
小摩發佈研究報告稱,繼續認爲航運業在今年下半年至明年行業供需良好,保留對航運股的積極看法。該行調整對首選股排序,最看好$中遠海控(01919.HK)$,其次$東方海外國際(00316.HK)$,季績預告均遠勝預期,維持兩股“增持”評級。
報告中稱,美國西岸港口勞資談判持續,目前工會形勢佔優,可能導致生產力下降,情況可能如2014-2015年時一樣;亞洲貨幣貶值和美國可能取消對華關稅可能會促進出口,同時抵銷部分美國通脹壓力。
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.