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航運股逆市捱沽 海豐(01308.HK)急跌逾11% 東方海外/中遠海控曾挫逾8%
航運相關股今天逆市捱沽,尤其是海豐國際(01308.HK)股價失守牛熊線(24.12元),最低見22.8元,創七個月低,現報23.1元,急挫11.5% 本周初遭Jefferies劈價兼降級的中遠海控(01919.HK)及東方海外(00316.HK)曾挫逾8%,分別低見10.46元及116.1元,現報10.84元及119元,跌5%及6%,後者失守百天線(122.74元)。太航(02343.HK)跌5%報3.45元,股價正考驗百天線(3.42元) Jefferies日前指,該行對集裝箱航運業持「減持」觀點,因為目前運費正處於「3P」,即能源、峰值及溢價的壓力拐點,預計2022年將有高利潤,但隨著船舶運力不再緊張,以及明年之前電力短缺、假日空船航行減少等因素,航運股股價將進一步回落。故該行削航運股評級及目標價,其中將東方海外評級由「買入」下調至「跑輸大市」,目標價由206元大削至100元,中遠海控評級由「買入」降至「持有」,目標價由22元大削至12.3元,並指該股已經處於中期市賬率水平。 恆指及國指反覆續升0.2%及0.4%,分別報24,750及8,751。
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