《大行報告》大摩引述中遠海控(01919.HK)管理層料美國航線高運價可持續
摩根士丹利發表研究報告指,中遠海控(01919.HK)管理層預期近日美國航線現貨運價上升,反映出供需關係持續緊張,管理層認為,最近美國航線的即期加息反映了美國航線的供求關係緊張,在美國市場前景樂觀的支持下,船公司可能對續約後提價更有信心。
報告引述管理層預期,在沒有重大負面事件的情況下,目前的高運價水平料得以維持。大摩指出,近日每標準箱成本分別按年及按季上升18%及13%,由於大型包船合約今明兩年未到期,只有部分小型合約於下半年至明年需要重續,相信對全年資本開支影響不大。
大摩指,管理層正致力恢復派息,維持「增持」評級及目標價18.9元不變。
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