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)_老虎社区_美港股上老虎

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
靠，都是忽悠[愤怒] [愤怒] [愤怒] [愤怒]
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三晴
·2021-07-27
又想找人接盘
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