汇丰研究首予东方海外(00316.HK)「买入」评级吁续加仓海丰国际(01308.HK)及中远海控(01919.HK)

AAFN2021-07-27

汇丰研究发表报告，指航运板块在过去一年史无前例暴涨(升幅达104%至1,316%)後，即使运费连续数周上调，及市场因应盈喜接连上调盈测，近期板块股价仍跑输大市，自7月初高位累跌6%至25%。该行归咎於监管不明朗(美国总统拜登签署行政命令)以及在订单增加下盈利增长动力近见顶。报告形容，现时是时候考虑是否「抖一抖气」，继续参与，还是更具选择性拣股。报告指出，未来十二个月航运业料更强，但随後风险升温。...

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上山打泰戈尔
2021-07-27
上山打泰戈尔
靠，都是忽悠[愤怒] [愤怒] [愤怒] [愤怒]
三晴
2021-07-27
三晴
又想找人接盘

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HK) \"buy\" rating calls for continued positions in Haifeng International (01308. HK) and COSCO SHIPPING Holdings Co., Ltd.-H Shares (01919. HK)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601919":1,"00316":1,"01308":1,"01919":1},"content_text":"汇丰研究发表报告，指航运板块在过去一年史无前例暴涨(升幅达104%至1,316%)後，即使运费连续数周上调，及市场因应盈喜接连上调盈测，近期板块股价仍跑输大市，自7月初高位累跌6%至25%。该行归咎於监管不明朗(美国总统拜登签署行政命令)以及在订单增加下盈利增长动力近见顶。报告形容，现时是时候考虑是否「抖一抖气」，继续参与，还是更具选择性拣股。报告指出，未来十二个月航运业料更强，但随後风险升温。参考中国出口集装箱运价指数(CCFI)本季至今较次季均值高出25%，报告料第三季航运业表现较首季或次季为佳。由於盐田港挤塞带来的涟漪效应，该行续相信现货运费(上海出口集装箱运价指数，SCFI)持续上升，或最少持续高企。汇丰研究亦引述台湾长荣海运在最近AGM称，指第三季业务有望胜过次季，倘港口挤塞持续，第四季业务有望延续第三季强势。报告续称，由於名义运力供应增长仅3%，加州港口工运带来潜在干扰，以及港口挤塞溢出效应等，报告料航运业明年盈利有望高於市场预期。不过，2023年行业风险正上升，因新货轮订单增加，港口挤塞纾缓，以及需求正常化。然而，该行认为监管不明朗对行业短至中期影响仅属轻微。汇丰研究表示，航运业增长势头仍强劲，但自明年末季起料放缓。该行料所覆盖航运股运费今年升41%，高於原先预测。因此，上调行业2021至2022年EBITDA预测15%，上调盈测23%。该行称，仍喜好行业大部分股份，但建议对长荣海运及Hapag-Lloyd(评级各降至持有)持观望态度；并持续加仓马士基(Maersk)及海丰国际  ，以及特别是中远海控  及东方海外国际  。该行首予东方海外「买入」评级，目标价250元，估算其股息率最高，在所覆盖航运股间估值最低。详细评级及目标价见另表。(da/t)~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":809237013,"gmtCreate":1627372043132,"gmtModify":1627372043132,"author":{"id":"3546836251729840","authorId":"3546836251729840","name":"上山打泰戈尔","avatar":"https://static.tigerbbs.com/a1d3c65f3f62e9ff369f31124c20cc93","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"靠，都是忽悠[愤怒]&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","listText":"靠，都是忽悠[愤怒]&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","text":"靠，都是忽悠[愤怒] [愤怒] [愤怒] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809237013","repostId":2154995549,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":809846502,"gmtCreate":1627360842606,"gmtModify":1627360842606,"author":{"id":"3561017457424546","authorId":"3561017457424546","name":"三晴","avatar":"https://static.tigerbbs.com/f6626cfc2251bc8c612ddcc435870919","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"又想找人接盘","listText":"又想找人接盘","text":"又想找人接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809846502","repostId":2154995549,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":4,"commentSize":2,"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":"4.26.2","shortVersion":"4.26.2","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/2154995549"}

汇丰研究首予东方海外(00316.HK)「买入」评级 吁续加仓海丰国际(01308.HK)及中远海控(01919.HK)

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汇丰研究首予东方海外(00316.HK)「买入」评级吁续加仓海丰国际(01308.HK)及中远海控(01919.HK)