《大行》汇丰研究降中远海控(01919.HK)评级至“减持” 全线下调航运股目标价

阿斯达克财经07-18

汇丰研究发表报告指出，自红海危机于去年11月底爆发以来，该行所覆盖的航运股已累升47%，尽管最近因加沙停火谈判而有所下跌。该行将其覆盖的航运股今年盈利预测上调2%至112%，估计第三季相对于第二季表现强劲，而下半年又较上半年表现强劲。该行认为上半年航运股经营溢利达53亿美元，而下半年经营溢利高达85亿美元。当红海航运中断问题或持续至明年上半年，今年第四季需求放缓可能拖累运费。然而，该行料第四季航运...

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