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Orient Overseas (International) Limited 2021-09-20T15:49 財經茄呢啡 長榮在2019年年底訂造2.4萬箱貨櫃船時,造價約1.45億美元,東方海外2020年10月訂造2.3萬箱時造價已達1.57億元,近期赫伯羅德造的2.4萬箱船因為是LNG船,造價高達1.656億元,近期超大型貨櫃船造價有穩住,中小型貨櫃船則持續上揚,漲幅與疫前相較在二到三成之間。
Orient Overseas (International) Limited 2021-09-13T15:06 財經茄呢啡 盡管全球第三大貨櫃運輸業者達飛海運宣布凍結運費至明年2月,但是香港部分航運業者周一股價仍舊上漲。 當地時間11:33,航運服務商中遠海控(1919 HK)上漲2.05%,報15.90港幣;中遠海發(2866 HK)上漲5.03%,報1.88港幣。東方海外股價則是下挫1.84%,報155.10港幣。
Orient Overseas (International) Limited 2021-09-13T15:06 財經茄呢啡 亞系外資點名買入馬士基、長榮、中遠海控、東方海外、海豐國際等個股,重申買入評等,長榮目標價上看185元。
Orient Overseas (International) Limited 2021-09-13T15:06 財經茄呢啡 全球第三大航商達飛10日宣布凍漲即期運價,亞系外資在最新出爐的報告中指出,凍漲運價並未提到附加費問題,附加費甚至可達運費一半,因此估計高運費將延續至2022年,點名「買入」馬士基、長榮( 2603 )、中遠海控、東方海外及海豐國際等個股,其中長榮目標價上看185元。
Orient Overseas (International) Limited 2021-09-13T15:06 財經茄呢啡 船隊結構的優化,可消退對船舶租賃市場的依賴。在規模經濟效益下,每艘船舶的貨櫃艙位提升,成本亦將隨之調降,進而增強東方海外及其附屬公司的運營成本競爭力。
Orient Overseas (International) Limited 2021-09-13T15:06 財經茄呢啡 直接受大陸交通部指揮的中遠海運與香港東方海外貨櫃航運公司,則傳出已經接獲總公司指示,即日起停收買艙費。中遠與東方海外在中國大陸原來就不收買艙費,但是在海外多少還是有收,中央指令預估與中、美、歐海事管控機構上星期召開的線上會議相關。
Orient Overseas (International) Limited 2021-09-09T15:17 財經茄呢啡 中遠海運於香港上市的東方海外(國際)回報報告中解釋,會呈現此歷史性的價位上升,歸因於港口堵塞、惡劣天氣延誤、勞資糾紛、卡車司機短缺、蘇伊士運河事件、鐵路運力不足、關鍵地點的空櫃短缺等。東方海外今年上半年收入成長一倍多,達到六十九點八億美元,而淨盈利則成長廿八倍,達到廿八點一億美元。
Orient Overseas (International) Limited 2021-09-09T15:17 財經茄呢啡 港股今天高開後倒跌,但航運股板塊逆市造好,東方海外 股價破頂、中遠海控 升近3%、大平洋航運(02343 )升半成、海豐國際 亦升逾3%。航運股前景點睇?獨立股評人唐牛為你分析,立即點擊收看/收聽。
Orient Overseas (International) Limited 2021-09-09T15:17 財經茄呢啡 美國有報道指,「塞港」問題難以解決,業內更估或會延至明年年底,航運股今早造好。中遠海控升2.4%;太平洋航運飆5.6%;海豐漲2.4%;中遠海發揚4%;東方海外升逾5.8%,創新高;中遠海能升0.9%。
Orient Overseas (International) Limited 2021-09-09T15:17 財經茄呢啡 航運後亦造好,中遠海控收升1.9%,報15.1元;太平洋航運揚5.8%,收報4.17元;海豐漲3%,收報32.75元;中遠海發升4.6%;東方海外升3%;中遠海能尾段再抽升,日內高位收市報3.27元,全日升2.2%。
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