《大行報告》大和料航運公司與胡塞達協議機會低 航運股回調可視為買入機會
大和發表報告指,根據丹麥媒體ShippingWatch報道,部分航運公司與胡塞組織就安全通行達成協議,不過該行認為,龍頭航運公司與胡塞達成協議的可能性不大,因為若果要達到胡塞的要求,相當於對以色列進行制裁,對於已發展國家的航運公司造成明顯的營運風險,尤其是這些公司的主要收入來自歐美國家。相關協議亦可能間接地違反由美國主導的繁榮守護者行動,而繞道而行將會令市場吸收過剩運力,對運費造成上升壓力。
該行指,本港及內地的主要航運股今日(9日)股價下跌,相信有關調整提供買入機會,因為更多航運公司已否認與胡塞達成協議的報道。
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