美银证券发表报告,将今年亚太区货柜航运业EBIT利润率预测下调100个基点,以反映首季营运数据表现,以及中东战事带来的供需紧张情况较预期温和。虽然中东战事预期将带动今年上半年盈利短暂按季反弹,但该行认为全年货柜航运EBIT利润率仍将减半至约5%,并在运力过剩下于2027至2028年料转为亏损。该行对东方海外(00316.HK) 及中远海控(01919.HK) 维持大致负面看法,予“跑输大市”评级,...
Source Link美银证券发表报告,将今年亚太区货柜航运业EBIT利润率预测下调100个基点,以反映首季营运数据表现,以及中东战事带来的供需紧张情况较预期温和。虽然中东战事预期将带动今年上半年盈利短暂按季反弹,但该行认为全年货柜航运EBIT利润率仍将减半至约5%,并在运力过剩下于2027至2028年料转为亏损。该行对东方海外(00316.HK) 及中远海控(01919.HK) 维持大致负面看法,予“跑输大市”评级,...
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