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大行评级 | 摩通:维持中远海控及东方海外“增持”评级 料“捞底”时机已现

Big Bank Ratings | Motong: Now is the time to “find the bottom” to maintain the “increase in holdings” of COSCO Marine Control and Dongfang Overseas

Gelonghui Finance ·  Jan 6, 2023 16:35
Glonghui, January 6 | Motong reports that entering 2023, according to Maersk (Maersk), the “first brother” of global shipping, described the global trade outlook as being more pessimistic than optimistic. China changed its epidemic prevention policy earlier than expected and reopened immediately. The bank is expected to see some highlights this year. It is worth noting that the Shanghai Export Container Freight Index (SCFI) and the Baltic Sea Freight Index (FBX) both ended their decline since June last year, and the Eurasian shipping contract negotiations are progressing better than expected. The bank maintained its positive view on shipping stocks. Expecting that the time to “find the bottom” was presented, maintaining the “increase in holdings” ratings for COSCO Marine Control (1919.HK), Dongfang Overseas International (0316.HK) and Evergreen Shipping.

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