大行評級|高盛:油價下跌刺激備貨活動 看好中遠海能及國航
高盛發表研究報告指,OPEC+表示由4月起恢復增產,每月單日增加13萬至14萬桶。這意味着對運輸業有一定的影響,包括石油供應增加達每日220萬桶,佔全球石油產量的2%,相信油價下跌及庫存低於歷史平均值,可能會刺激備貨活動,同時油價下跌能降低航空公司、空運和航運的燃料成本。因此,該行看好中遠海能,認爲潛在的原油補貨可能成爲運費率和股價上行催化劑,其評級爲“買入”。另外,該行亦看好中國國航,因爲其對商務旅客的敞口最高,或受惠於潛在行業供應短缺,即使國航不是對油價最爲敏感,其評級亦爲“買入”。
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