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大行評級|花旗:預計下季航運費率進一步上升 重申中遠海控「買入」評級

2024-05-21T13:31
Related Stocks:  <601919.SS> ChinaCOSCO  

... 花旗發表報告指,期待已久的跨太平洋(601099)合約容許航運商將紅海干擾轉化成今年至明年上半年純利的催化劑已實現。邁向第三季旺季,由於短期運力供應緊張但需求復蘇,料航運費率進一步上升;不過紅海干擾並非航運商的利器,因明後兩年陸續有新運力供應。 該行稱中遠海控(601919)現估值相當於預測市賬率0.9倍,有上行空間,目標價14港元,重申「買入」評級

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Name Updated Value Change Change %
ChinaCOSCO 05-13 15:00 3.42  0.04  1.16%
 
 
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