大行評級|花旗:下調中遠海控目標價至12.1港元 評級一舉降至“沽售”
花旗發表報吿指,就最常與投資者討論的是亞洲航運行業(投資故事)是否已經完結以及如何配置倉位這個問題,相信基於4月初對等關税率不會重臨,集裝箱行業在下半年仍有發展空間。美國零售商的貨運温和放緩,而集裝箱進口自5月以來按年下降,意味着重新補貨的需求,此外到2026年行業新總噸位供應將逐步放緩。該行認為,中遠海控年初以來股價按年上升約20%,加上中美貿易緊張局勢加劇,帶來負面風險回報,因此將H股評級由“買入”一舉下調至“沽售”,H股目標價亦由13.3港元降至12.1港元。
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.