You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》美銀證券料貨櫃航運現貨價急升屬暫時性 續予東方海外(00316.HK)「跑輸大市」
美銀證券發表研究報告,指貨櫃航運現貨價因中美日內瓦貿協而急升,未來兩至四周料升幅更大。不過,該行認為這只是暫時的急劇擠壓,主要局限於泛太平洋地區,而非更廣泛的上升週期。除了需求擠壓之外,不利因素亦包括關稅、新船交付和潛在的紅海重新開放。該行繼續予長榮海運(2603.TT)及東方海外(00316.HK)評級「跑輸大市」,因估值偏高,並籲「買入」商船三井(9104.JP),料泛太平洋地區費率上升支撐其明年3月底止現財年每股派息上行空間。 該行大幅調高今年平均貨櫃班輪預測,以計及近期費率飆升的因素,又將目標價平均調升18%,以計及近期盈利及賬面值的提升。 美銀證券對主要航運股投資評級及目標價表列如下: 股份|投資評級|目標價 日本郵船(9101.JP)|中性|4,700日圓-〉5,200日圓 商船三井(9104.JP)|買入|5,400日圓-〉5,800日圓 川崎汽船(9104.JP)|中性|2,100日圓-〉2,200日圓 中遠海控(01919.HK)|中性|10.5港元-〉14.7港元 東方海外(00316.HK)|跑輸大市|90港元-〉115港元 長榮海運(2603.TT)|跑輸大市|195元新台幣
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.
uSMART
Wealth Growth Made Easy
Open Account