汇丰环球研究指,太平洋航运(02343.HK) 股价自去年9月起累跌33%,期间波罗的海干散货指数跌62%。该行认为指数急跌是基于季节性铁矿石进口及煤炭补库存逊预期,导致指数今年开局更为疲软,在年初跌穿1,000点,等价期租租金(TCE rate)跌穿公司大灵便型及灵便型散货船盈亏平衡水平。该行料今年全球干散货贸易持平,小宗散货稳定增长被铁矿石及煤炭贸易下降抵销。该行料今年中国铁矿石进口跌2%,...
Source Link汇丰环球研究指,太平洋航运(02343.HK) 股价自去年9月起累跌33%,期间波罗的海干散货指数跌62%。该行认为指数急跌是基于季节性铁矿石进口及煤炭补库存逊预期,导致指数今年开局更为疲软,在年初跌穿1,000点,等价期租租金(TCE rate)跌穿公司大灵便型及灵便型散货船盈亏平衡水平。该行料今年全球干散货贸易持平,小宗散货稳定增长被铁矿石及煤炭贸易下降抵销。该行料今年中国铁矿石进口跌2%,...
Source LinkDisclaimer: 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.