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Orient Overseas (International) Limited 2021-06-07T15:06 財經茄呢啡 東方海外公司所屬貨櫃船「東方德班輪」昨航經高雄港70號碼頭時發生偏向碰撞,釀成橋式起重機倒塌等連串事故,當時航管中心發現該輪偏向並示警,但「東」輪疑來不及反應仍撞上。航運業界人士推估,「東」輪要停66號碼頭,沒有按照正常水道行駛,太早切進,在慣性作用下,致太貼近70號碼頭,等到船長發現、旁人示警時,要修正已經來不及了。
Orient Overseas (International) Limited 2021-06-07T15:06 財經茄呢啡 台灣高雄港一個碼頭,昨午發生嚴重意外。東方海外公司的8.6萬噸貨櫃船「東方德班輪」,疑因機械故障,進港時不慎撞擊停泊在碼頭的「永明輪」,並造成碼頭橋兩部65噸重的起重機倒塌,現場貨櫃整排摔落。意外中1人受傷,兩名受困工人後來獲救。
Orient Overseas (International) Limited 2021-06-07T15:06 財經茄呢啡 高雄港70號碼頭6/4日發生「船撞碼頭」事件,陽明海運初估被撞毀的兩座橋式起重機造價6億元,再加上有數十個貨櫃受損,詳細受損失金額尚在調查中,也准備向東方海外貨櫃航運公司進行求償。
Orient Overseas (International) Limited 2021-05-31T15:22 財經茄呢啡 貨櫃海運需求持續暢旺,加上船公司在6月征收綜合費率上升附加費GRI,每FEU(40尺櫃)收取1000美元,美系外資考量美國進口強勁,終端需求增強,對亞洲航商中遠海運、長榮海運和東方海外的獲利以及現金流相當樂觀,其中,將長榮目標價,從之前的101元,上調到131元,重申「加碼」評等。
Orient Overseas (International) Limited 2021-05-31T15:22 財經茄呢啡 全球貨櫃航運需求不減,推升運價持續攀升,加上6月1日起全球貨櫃廠商征收綜合費率上升附加費GRI,每FEU(40尺櫃)將收取1000美元,摩根大通表示,貨櫃航運將隨旺季來臨更加供不應求,且現貨價錢還有調漲空間,上修長榮、中遠海控、東方海外等亞洲航商獲利預測;其中,將長榮目標價由101元調升至131元,重申「加碼」評等。
Orient Overseas (International) Limited 2021-05-31T15:22 財經茄呢啡 從亞洲到歐洲的集裝箱貨運成本,有紀錄以來首次突破10,000美元,突顯進出口商在供給鏈壓力下承受的成本上升。隨全球航運運費升高,中遠海控 周五早市大升6%,曾見16.5元,東方海外國際 也升5%,再次重返紅底股。
Orient Overseas (International) Limited 2021-05-31T15:22 財經茄呢啡 去年9月大陸水運局出面干涉運價後,最受打擊的就是中遠海運,各公司都在收買艙費,中遠海運在兩岸三地都沒收,旗下的香港東方海外也很節制,少賺了很多錢。
Orient Overseas (International) Limited 2021-05-31T15:22 財經茄呢啡 全球運力短缺,國際運價漲不停,摩根大通報告表示,因應運輸需求成長但供應持續短缺,繼重要航線大漲後,航商已轉向調漲綜合費率上升附加費,反映即將到來的運輸旺季更加供不應求,進一步調高長榮目標價至131元,為外資圈對長榮最高目標價;報告同步上修中遠海控、東方海外獲利預計。
Orient Overseas (International) Limited 2021-05-24T15:04 財經茄呢啡 波羅的海干散裝綜合指數止跌回升,周四上揚23點,收2824點,漲0.8%。中遠海控報17.42元,升6.22%,太平洋航運報2.82元,升4.44%。東方海外國際現報109元,反覆升1.96%。
Orient Overseas (International) Limited 2021-05-20T15:49 財經茄呢啡 遭國家開發投資悉售離場的東方海外,現仍大幅下跌14.5%;中遠海控大幅下跌9%;中遠海發瀉5.2%;中外運挫4%;海豐插5.6%;太平洋航運挫4.3%;中遠海能跌3.8%。
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