《大行》花旗降中远海控(01919.HK)、长荣海运、阳明评级至“中性”兼调整目标价

阿斯达克财经
4 hours ago

花旗发表报告,维持认为西方经济体的库存补货应会继续推动今年下半年航运需求的观点,与德国Hapag Llyod在次季业绩电话会议上的指引一致。此外,尽管明后两年年新增供应量约为每年12%,集装箱航运业应能将运价维持在税后盈利在盈亏平衡点以上。花旗料长荣海运(2603.TW)、中远海控(01919.HK) H股及万海(2615.TW)在2026至28E年间可较该行所覆盖的其他三家亚太航运公司实现高出4...

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