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《大行報告》摩通:東方海外(00316.HK)、中遠海控(01919.HK)及長榮海運風險回報吸引
摩根大通發表報告指,包括上海出口集裝箱運價指數(SCFI)的集裝箱船運現貨費率,已連續下跌九周,跌幅達15%。由於跨太平洋旺季需求低迷,價格趨勢疲軟已引起投資者的關注,並重燃造淡該板塊的興趣。 該行表示,最新數據及全球航線的指引都仍然表明,包括美國消費者支出在內的集裝箱需求保持良好,不太可能斷崖式下跌,而最近的價格疲弱更能反映近期油價下跌,及宏觀不確定性上升,部分零售商等採取去庫存措施。基於此等因素,摩通繼續認爲東方海外(00316.HK)、中遠海控(01919.HK)及長榮海運的風險回報吸引。
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