汇丰研究发表研究报告,指太平洋航运(02343.HK) 自中东冲突以来,尽管运费率有所上升,但股价表现逊于同行及本地恒生指数。该行认为,由于长途贸易和绕航推高了吨海里数,加上供应链受干扰挤压了供应,预计太平洋航运今年上半年表现强劲,下半年将更为强劲。因应更为坚挺的运费率前景,汇丰研究将太平洋航运的投资评级由“持有”上调至“买入”。该行补充,干散货的供求关系大致平衡,与集装箱航运的产能过剩不同。虽然...
Source Link汇丰研究发表研究报告,指太平洋航运(02343.HK) 自中东冲突以来,尽管运费率有所上升,但股价表现逊于同行及本地恒生指数。该行认为,由于长途贸易和绕航推高了吨海里数,加上供应链受干扰挤压了供应,预计太平洋航运今年上半年表现强劲,下半年将更为强劲。因应更为坚挺的运费率前景,汇丰研究将太平洋航运的投资评级由“持有”上调至“买入”。该行补充,干散货的供求关系大致平衡,与集装箱航运的产能过剩不同。虽然...
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