大和发表研究报告指，以色列针对黎巴嫩真主党据点发动新一轮空袭，据报造成至少490人死亡，另外美国海事联盟(USMX)最新表示仍未能与美东海岸港口工会(ILA)就新合约谈判安排会议，美国东岸罢工持续加上地缘局势不稳，令航运业投资情绪受到提振，目前预测明年运价大幅下跌可能性较低。
考虑到美国已进入减息周期，大和表示，其所覆盖的航运公司明年股息回报率预期达到中至高个位数百分比，较具吸引力，在旺季需求前置情况下，相信市场已大致消化8月中旬以来的运费下跌的影响，相信运价可于十一国庆假期前后回稳。大和建议投资者留意海丰国际(01308.HK) ，予“持有”评级，并认为中远海控(01919.HK) 是高啤打值选股，评级“沽售”。(gc/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-24 16:25。)
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