摩根大通研究报告指,中远海控(01919.HK) 首季业绩稳健,净利润60亿元人民币,大致符合该行预期。管理层在业绩会上对行业前景持正面态度,认为市场过于关注供应增长,却忽视了全球约8%至9%运力受干扰而被吸收,导致有效供应远较表面紧张。另外,运费正迎来反弹,现货及合约运价结构已调整,可有效转嫁燃料成本,且跨太平洋航线合约价在附加费前已按年上升。此外,海洋联盟的稳定及规模提供竞争优势,加上公司的...
Source Link摩根大通研究报告指,中远海控(01919.HK) 首季业绩稳健,净利润60亿元人民币,大致符合该行预期。管理层在业绩会上对行业前景持正面态度,认为市场过于关注供应增长,却忽视了全球约8%至9%运力受干扰而被吸收,导致有效供应远较表面紧张。另外,运费正迎来反弹,现货及合约运价结构已调整,可有效转嫁燃料成本,且跨太平洋航线合约价在附加费前已按年上升。此外,海洋联盟的稳定及规模提供竞争优势,加上公司的...
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