【德翔海运午前上涨 2.83% 现报 5.08 港元 成交额 1601.93 万港元】小摩发布研报称,航运业正面临多面向环境,包括市场不确定性。该行认为,虽对运费及盈利能力基本乐观,但地缘政治因素极大重塑全球贸易生态系统,重新洗牌航运公司市场份额。重申对德翔海运“增持”评级,因其盈利展望强劲,在区内贸易定位良好。
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