《大行》大和降中远海控(01919.HK)评级至“沽售” 目标价下调至9.5元

阿斯达克财经07-15

大和发表研究报告指，以哈停火协议的进展仍不足以说服航运业复航红海，航线重新调整将最少持续至今年年底，故该行预计高运价或会继续支撑航运业今年全年的盈利。虽然该行预期航运股今个财年将录低双位数的收益率，惟基于对未来运价的担忧，投资者可能对此不感到过于兴奋。大和认为，随着市场对航运公司的负面情绪日渐增加，中远海控(01919.HK) 或会承受更大的股价下行风险，故该行预计中远海控今年上半年的盈利将录低...

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