大和:升太平洋航运至“买入”评级 料地缘政治环境改善有利货运

智通财经
15 May

该行认为这次停火是促进干散货运输的机会,并将成为推动市场情绪的因素。大和发布研报称,太平洋航运(02343)4月小灵便型和超灵便型干散货船的按期租合约对等基准收入(TCE)较去年低约15%和10%。该行料年初至今的疲软需求将延续至下半年,但进一步恶化的风险有限。尽管预计TCE会下降,该行认为小灵便型和超灵便型干散货船今年将继续盈利。基于目前的估值吸引,地缘政治环境改善投资者信心,以及太平洋航运积极...

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