【摩根士丹利：受供应紧张影响，亚洲能源股存在上行风险】摩根士丹利称，受全供应链供应紧张影响，亚洲能源股或存在进一步上行风险。由马扬克・马赫什瓦里牵头的分析师在研报中写道：“亚洲地区高企的原油价格、不断扩大的成品油毛利，以及化工品、煤炭和液化天然气价格持续超出市场普遍预期。”“对于我们看好的亚洲超配标的，当前股价尚未计入短期与中期盈利质量及股息层面的变化。”印度石油天然气公司、星石油、邦查克、印度天然气管理局、马来西亚国家能源、联合拖拉机的企业股息或有超预期的正向表现。
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