智通财经APP获悉，摩根大通发布研究报告称，予中远海控(01919)“增持”评级，维持对其正面展望，主要基于估值吸引，且有股东回报有改善潜力，予其H股目标价18港元。
中远海控上周五(10日)收市后发业绩预告，该行估算其去年第四季纯利110亿元人民币，同比增长逾五倍，远胜该行预期达78%。虽然第四季为传统淡季，但公司上季的业绩依然令人印象深刻，驱动因素包括运费上涨，以及农历新年提前，令货物前置需求强劲。
该行认为，虽然避免美国东岸码头工人的罢工，但供应链仍然紧张，最近发布的去年12月美国物流经理指数(LMI)显示出美国需求强劲和库存水平低，进一步强化运输市场的基本面。而中远海控作为跨太平洋航线上最大的班轮公司，相信于相关有利动态中处于良好地位。
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.