《大行報告》大摩升中遠海能(01138.HK)目標價至10元 重申堅定看好油輪運輸
摩根士丹利發表研究報告指,預計中遠海能(01138.HK)2023至25年的油輪有效運力將分別增長2.7%、1.4%和1.3%,有效極大型油輪(VLCC)運力將分別增3.4%、1.1%和-0.1%。該行認為,在燃油價格上漲和去碳要求的推動下,2024至25年報廢活動仍有上升空間。
該行表示,雖然OPEC+減產的消息不斷,但自2021年以來,在疫情後全球重新開放的推動下,全球海運原油貿易穩步增長。該行強調,非OPEC成員國產能增加將有利於海運需求,因為從美國、加拿大和巴西到亞洲的原油運輸距離更長,而屆時預期船運需求將會上升。該行看好油輪運輸股表現,認為估值仍然有吸引力。
該行提到,今年的產能利用率較高,穩健的資產價格亦顯示市場對上行週期的信心。該行分別上調中遠海能2024及25年淨利潤預測10%和9%,並將目標價由9.2元上調至10元,評級「增持」。
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.