《大行報告》摩通維持中遠海控(01919.HK)及東方海外(00316.HK)「增持」評級 料「撈底」時機已現
摩根大通發表報告指,踏入2023年,據全球航運「一哥」馬士基(Maersk)在最新亞太市場展望形容,全球貿易展望似乎傾向悲觀多於樂觀。中國早於預期改變防疫政策,並立即重新開放,該行料今年迎來一些亮點,但中國顛簸的重新開放或帶來一些短期干擾。
值得留意,上海出口集裝箱運價指數(SCFI)及波羅的海貨運指數(FBX)均結束了去年6月以來的跌勢,歐亞航運合約談判進展較預期佳。該行維持對航運股正面看法,料「撈底」時機已呈現,維持對中遠海控(01919.HK)、東方海外國際(00316.HK)及長榮海運「增持」評級。
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