观点网讯:4月7日,花旗发表研究报告,将嘉里物流(00636.HK)的目标价由10.5港元下调至8.5港元,评级维持“买入”。报告指出,嘉里物流的国际货运代理业务(IFF)主要集中在泛太平洋航线,关税实施情况可能较预期差,对集团的IFF业务量造成负面影响。然而,由于运费目前已跌至谷底水平,IFF业务利润所受影响尚不明朗。花旗考虑到嘉里物流货量的逆风、供需动态的不确定性,以及由于供应链中断,客户可能...
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