share_log

港股异动 | 海运股集体上涨 海丰国际涨6% 瑞信料集装箱运价继续上升

Changes in Hong Kong stocks | Marine stocks rose collectively SITC International Holdings rose 6% Credit Suisse Container Freight continues to rise

格隆滙 ·  Jan 14, 2022 13:50

Gelonghui January 14? seaborne stocks rose collectively.$Orient Overseas (00316.HK) $Rise by more than 7.5%$SITC International Holdings (01308.HK) $Up nearly 7%$COSCO Shipping Holdings (01919.HK) $涨3%,$Pacific Shipping (02343.HK) $It is up nearly 2%, and COSCO Haifa is up more than 1%. Credit Suisse said in a report that container rates are expected to continue to rise this year, mainly due to limited new supply, and fleet growth is expected to remain slow this year, with an annual growth rate of only 4%. In addition, as the spot price is about three times higher than that of last year's contract, the contract is bound to rise further. Shipping demand is also expected to be strong, supported by the recovery after the resolution of the blockade, low inventory levels in the United States, and increased exports from the Regional Comprehensive Economic Partnership (RCEP). Credit Suisse covers the study of SITC International Holdings and COSCO Shipping Holdings for the first time, both of which are rated as "outperform the market". SITC International Holdings has a target price of HK $44 and is the industry's first choice, while COSCO Shipping Holdings has a target price of HK $21.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment