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《大行報告》摩通:投資者近期對航運股興趣回升 指東方海外及中遠海控等估值吸引
摩根大通發表研究報告指出,最近投資者對集裝箱和散貨航運股的興趣回升,儘管有關行業於去年出現大幅調整,但在消費支出重新轉向服務/旅行和大幅去庫存的情況下,消除疫情不利因素,令港口堵塞問題放緩及即期運費暴跌。 該行指出,其所覆蓋的中遠海控(01919.HK)、東方海外國際(00316.HK)及長榮三隻亞洲航運股,股息收益率皆逾40%,今年至今股價跑輸國際同業,估值吸引。在乾散貨航運方面,太平洋航運(02343.HK)股價於去年第四季業績後開始反彈,公司同時宣布派發特別息。該行對以上四隻股份維持「增持」評級。
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