大和:航运股中建议投资者留意海丰国际 予“持有”评级

新浪港股
25 Sep 2024
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易
客户端

  大和发布研究报告称,考虑到美国已进入减息周期,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),予“持有”评级,并认为中远海控(01919)是高啤打值选股,评级“沽售”。

  报告指出,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。

海量资讯、精准解读,尽在新浪财经APP

责任编辑:史丽君

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10