《大行》大摩料油轮市场未见顶 明年表现更理想 上调中远海能及招商轮船盈测

阿斯达克财经
Aug 18

摩根士丹利发表研究报告指,市场普遍将今年视为油轮市场上升周期的最高位,但由于霍尔木兹海峡重开时间延迟,该行相信明年表现或会优于今年。报告提到,全球石油库存持续下降引致补货需求、中国取消燃料出口限制带动海运进口需求增加,以及霍尔木兹海峡中断带来的地缘政治效应,均支持现货及定期租船运费保持高企。大摩预期,明年油轮市场仍将维持供不应求。该行将中远海能(01138.HK) 2027年及28年每股盈利预测...

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