摩通发表报告指,市场对中远海控(01919.HK) 和东方海外(00316.HK) 等盈利在2024/25年度显著上升,反映出市况较预期强劲。正面的前景推动这些公司的股价平均上升约45%,超过MSCI亚洲指数7% 的升幅。该行认为这些股票目前估值仍具吸引力,提供令人信服的风险回报。踏入2025年,集装箱航运业将面临与特朗普2.0关税制度及地缘政治冲突可能停火有关的不明朗因素。然而,对供过于求的忧虑...
Source Link摩通发表报告指,市场对中远海控(01919.HK) 和东方海外(00316.HK) 等盈利在2024/25年度显著上升,反映出市况较预期强劲。正面的前景推动这些公司的股价平均上升约45%,超过MSCI亚洲指数7% 的升幅。该行认为这些股票目前估值仍具吸引力,提供令人信服的风险回报。踏入2025年,集装箱航运业将面临与特朗普2.0关税制度及地缘政治冲突可能停火有关的不明朗因素。然而,对供过于求的忧虑...
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.