《大行報告》高盛料油輪運費將追隨集裝箱運費上漲 「買入」中遠海能(01138.HK)
高盛發表研究報告指,估計隨著更多油輪因局勢變化而選擇改道,油輪運費將趕上集裝箱運費的上升。該行預期,如果僅有部分船隊改道及提高船速以吸收更多需求,集裝箱船、原油油輪和成品油輪的淨需求將增加7%、5%、6%。雖然考慮到良好的需求及供應前景,但與集裝箱相比,該行仍然更偏好油輪,建議「買入」中遠海能(01138.HK)。
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