《大行報告》摩通:中遠海控(01919.HK)及東方海外(00316.HK)次季業績遠勝預期
摩通發表報告,繼續認為航運業在今年下半年至明年行業供需良好,保留對航運股的積極看法。該行調整對首選股排序,最看好中遠海控(01919.HK),其次東方海外(00316.HK),其次季業績預告均遠勝預期,維持兩股「增持」評級。
摩通指,美國西岸港口勞資談判持續,目前工會形勢佔優,可能導致生產力下降,情況可能如2014-2015年時一樣;亞洲貨幣貶值和美國可能取消對華關稅可能會促進出口,同時抵銷部分美國通脹壓力。
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