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藍籌新貴東方海外國際(0316.HK)再創歷史新高
格隆匯 05-25 13:05
格隆匯5月25日丨隨着上海疫情解封,市場預期將出現一波貨物搶運潮,港股海運股集體走強。其中,近日獲納入恆生指數成份股的東方海外國際(0316.HK)持續走強,上午盤中一度漲超3%至243港元,再創歷史新高價,年內累漲46%。行業消息面上,隨着上海解封政策的啟動,市場預期將出現一波貨物搶運潮,或將成為集運現貨市場的轉折點,中信建投預計最快5月底、6月初可以看到貨量提振,疊加逐步進入三季度傳統旺季,美線運價有望創歷史新高。個股消息面上,恆指公司上週五宣佈首季季檢結果,其中將東方海外國際(0316.HK)納入恆生指數成份股,6月13日起生效。

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