汇丰研究上调中远海控(01919.HK)目标价至26元评级「买入」

AAFN2021-06-15

汇丰研究发表报告，指中远海控需求可视性进一步扩至第三季，当中不单是美国的补货潮，更多是来自客户需求增长。全美零售商联合会(NRF)最新提升美国第二季货柜进口增长，由36%升至39%，而第三季增长亦由6.2%升至7.5%。NRF对美国今年零售增长预期，由6.5%升至10.5至13.5%水平。目前美国的库存销售比正处於30年新低，以及供应链持续受阻，意味商户不单需要提升库存至比平常更高水平，并需...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

跟着趋势走
2021-06-15
跟着趋势走
这调和没调又多大区别，现在25块多，调到26，意思是到位置了？
- Cccarlisle:
  港股

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2143734486?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/28009f8e87ba9680b5b94d59ba7ac119","is_english":false,"pubTime":"2021-06-15 10:23","share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","id":"2143734486","market":"us","top_or_hot":-1,"title":"汇丰研究上调中远海控(01919.HK)目标价至26元  评级「买入」","media":"AAFN","content":"<div>\n<p>汇丰研究发表报告，指中远海控  需求可视性进一步扩至第三季，当中不单是美国的补货潮，更多是来自客户需求增长。全美零售商联合会(NRF)最新提升美国第二季货柜进口增长，由36%升至39%，而第三季增长亦由6.2%升至7.5%。NRF对美国今年零售增长预期，由6.5%升至10.5至13.5%水平。目前美国的库存销售比正处於30年新低，以及供应链持续受阻，意味商户不单需要提升库存至比平常更高水平，并需...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105299&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n","source":"aastocks","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汇丰研究上调中远海控(01919.HK)目标价至26元  评级「买入」</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汇丰研究上调中远海控(01919.HK)目标价至26元  评级「买入」\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 10:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105299&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰研究发表报告，指中远海控  需求可视性进一步扩至第三季，当中不单是美国的补货潮，更多是来自客户需求增长。全美零售商联合会(NRF)最新提升美国第二季货柜进口增长，由36%升至39%，而第三季增长亦由6.2%升至7.5%。NRF对美国今年零售增长预期，由6.5%升至10.5至13.5%水平。目前美国的库存销售比正处於30年新低，以及供应链持续受阻，意味商户不单需要提升库存至比平常更高水平，并需...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105299&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01919","symbol_name":"中远海控","start_time":0,"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105299&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","article_id":"2143734486","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/28009f8e87ba9680b5b94d59ba7ac119"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2143734486","pubTimestamp":1623723818,"sourceInfo":{"source_id":"aastocks","name":"阿思达克财经"},"weMediaInfo":null,"summary":"汇丰研究发表报告，指中远海控  需求可视性进一步扩至第三季，当中不单是美国的补货潮，更多是来自客户需求增长。全美零售商联合会最新提升美国第二季货柜进口增长，由36%升至39%，而第三季增长亦由6.2%升至7.5%。NRF对美国今年零售增长预期，由6.5%升至10.5至13.5%水平。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"601919":"中远海控","01919":"中远海控"},"translate_title":"HSBC Research Raises COSCO Haikong (01919. HK) Target Price to 26 yuan Rating \"Buy\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601919":1,"01919":1},"content_text":"汇丰研究发表报告，指中远海控  需求可视性进一步扩至第三季，当中不单是美国的补货潮，更多是来自客户需求增长。全美零售商联合会(NRF)最新提升美国第二季货柜进口增长，由36%升至39%，而第三季增长亦由6.2%升至7.5%。NRF对美国今年零售增长预期，由6.5%升至10.5至13.5%水平。目前美国的库存销售比正处於30年新低，以及供应链持续受阻，意味商户不单需要提升库存至比平常更高水平，并需补充更多货品，以防假期延误或缺货的情况。该行指，深圳盐田港西区早前因应疫情而关闭，虽然港口已於本月10日重开，但目前仍受员工短缺影响，部份货船暂停泊岸，造成货柜延期运送至欧洲与美国，料影响将在即将来临的旺季持续。该行表示，因应运费提升，调升今年公司经常性盈利预测15%，料运费将於明年回复正常水平，目标价由24元升至26元，评级维持「买入」，认为运费可持续受惠供应短缺的影响，支持该行对集团的盈利展望及料其他券商亦会将其盈测调升。(ic/k)~阿思达克财经新闻网址: www.aastocks.com","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":187031384,"gmtCreate":1623729363048,"gmtModify":1623729363048,"author":{"id":"3578713784963163","authorId":"3578713784963163","name":"跟着趋势走","avatar":"https://static.tigerbbs.com/aac67bd0bcd91775d6ac6837d2289040","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3578713784963163","idStr":"3578713784963163"},"htmlText":"这调和没调又多大区别，现在25块多，调到26，意思是到位置了？","listText":"这调和没调又多大区别，现在25块多，调到26，意思是到位置了？","text":"这调和没调又多大区别，现在25块多，调到26，意思是到位置了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187031384","repostId":2143734486,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4763056,"gmtCreate":1623730057309,"gmtModify":1623730057309,"authorId":3567492005475533,"author":{"id":3567492005475533,"idStr":"3567492005475533","authorId":3567492005475533,"name":"Cccarlisle","avatar":"https://static.tigerbbs.com/33e32a6620036146c93788eb2b590383","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":187031384,"type":1,"supId":0,"prevId":0,"content":"港股","text":"港股","html":"港股"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2143734486"}

汇丰研究上调中远海控(01919.HK)目标价至26元 评级「买入」

精彩评论

汇丰研究上调中远海控(01919.HK)目标价至26元评级「买入」