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Topics	Last reply time	Nickname	Content
Orient Overseas (International) Limited	2024-04-25T12:30	財經茄呢啡	４月２２日，截至發稿，東方海外國際漲３．９２％、太平洋航運漲３．８３％、中遠海能漲３．２７％、中國外運漲２．９８％。
Orient Overseas (International) Limited	2024-04-22T12:37	財經茄呢啡	海運股延續近期漲勢，截至發稿，太平洋航運漲３．８３％，報２．７１港元；東方海外國際漲３．８２％，報１０６港元；中遠海控漲３．１５％，報９．１８港元；海豐國際漲２．０４％，報１６．０２港元。
Orient Overseas (International) Limited	2024-04-08T12:34	財經茄呢啡	ＳＣＦＩＳ上漲至２１７４．１９點，周環比上漲１％；ＴＣＩ跌至$１９１７．８/ＴＥＵ，周環比下挫０．６％。馬士基航運調高４月第二周ＦＡＫ報價，部分航線調高幅度達$５５０/ＴＥＵ。東方海外則降低部分倉位報價$１７５/ＴＥＵ。
Orient Overseas (International) Limited	2024-04-04T12:26	財經茄呢啡	東方海外國際股價連續三日回軟，累計跌幅超２２％，報９３．０５港元。公司年度業績顯示，收入同比消減５７．９％，股東應占溢利同比消減８６．２７％。派息消減，末期派息每股１４．５美仙，建議第二次特別派息每股３．６美仙。匯豐研究相信，投資者對派息失望令到股價回軟，摩根士丹利警告現貨市場低迷可能影響２０２４年利潤預料。
Orient Overseas (International) Limited	2024-04-04T12:26	財經茄呢啡	東方海外國際午後漲超４％，成為領漲集運股，班輪公司挺價意願較強，集運歐線漲近９％。消息顯示，考慮到４月部分年度合約和二季度長約簽售期，班輪公司挺價意願較強，加上運力供應端收縮，預料即期價錢在４月將企穩。上海航運交易所發布的上海港出口至歐洲基本港市場運價也出現了連續９周回調後的首次止跌反彈，上揚至１９９４美元/ＴＥＵ，環比提升２．６２％。這一消息對班輪公司有利，或有幫帶動其股價上揚。
Orient Overseas (International) Limited	2024-03-28T12:39	財經茄呢啡	匯豐研究發表報告指，東方海外績後回軟，投資者可能對派息感到失望。隨著利潤迅速正常化，以及計劃中的新造船資本支出、集裝箱投資和物流能力，相信東方海外股息可能會繼續令人失望。大摩則直言，若現貨市場持續疲軟，該行以及市場對東方海外２０２４年的利潤預料將面臨調降的風險。
Orient Overseas (International) Limited	2024-03-25T12:31	財經茄呢啡	３月２２日，摩根士丹利公布報告，預料東方海外股價有７０％至８０％的幾率在近期回軟，給予評級為「賣出」，並將目標價定為７５港元。報告顯示，東方海外去年的股息表現不佳，而公司股價今年以來已超過市場平均水平１０個百分點，與其基本面疲弱及行業整體低迷不符。摩根士丹利相信，若現貨市場持續疲弱，東方海外２０２４年的利潤預料及市場對其的評價可能面臨調降風險。
Orient Overseas (International) Limited	2024-03-21T12:39	財經茄呢啡	海運概念港股集體下跌。截至發稿，東方海外國際跌６％，中遠海控跌４％，中遠海能跌３％。消息面上，國際海運巨頭馬士基股價在丹麥哥本哈根交易所回軟近１６％，公司去年營收降超三成，它還預估紅海事件業績影響貫穿今年全年。
Orient Overseas (International) Limited	2024-03-21T12:39	財經茄呢啡	東方海外國際股價今天回軟３．９％，報１２０．６港元，成交額達２０９７．８３萬港元。摩根士丹利市場人士認為，公司正面臨周期性下行，將２０２３至２５年盈利預估分別調降，預估２０２２年盈利同比降８４％，未來兩年各跌１３％。摩根士丹利保持「拋售」評級，目標價調降至７５港元。業內人士認為，管控機構強調市值管理，可能令到派息比率達７０％，但新船資本開支及供給過剩問題可能使派息面臨下行風險。
Orient Overseas (International) Limited	2024-03-18T12:25	財經茄呢啡	東方海外國際面臨周期性下行壓力，摩根士丹利將其２０２３至２５年盈利預測分別下調２４％、５％和１５％。預測集團去年盈利同比回落８４％，未來兩年繼續回落。派息比率預測將維持在７０％，但新船資本開支可能對派息做成下行風險。供給過剩問題仍然存在，紅海運力中斷對整個板塊的正面影響或被抵消。

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