Stifel analyst Benjamin Nolan downgrades $Scorpio Tankers (STNG.US)$ to a hold rating, and adjusts the target price from $90 to $65.
According to TipRanks data, the analyst has a success rate of 60.4% and a total average return of 15.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Scorpio Tankers (STNG.US)$'s main analysts recently are as follows:
The adjustment of expectations for Scorpio Tankers' earnings is influenced by a combination of milder product tanker rates and a marginal increase in vessel operating costs. These factors have prompted a revision of the earnings per share forecasts for the third quarter, as well as for the years 2024 and 2025, by 32%, 7%, and 6% respectively.
In the past four years, the shipping industry has experienced considerable strength, a marked change following a period of prolonged weakness. This robustness in the market is largely due to a combination of increased demand and a constrained supply chain. These conditions have been further intensified by geopolitical events, such as sanctions on Russia and disruptions in the Red Sea. While these contributing factors remain steadfast, with a reasonable supply of ships, albeit a rising one, the expectation is that the current drivers of demand may have reached their peak, at least in the short term. This could lead to a stabilization of shipping rates and potentially lower asset values within the industry. Consequently, a reassessment of the market's trajectory for the upcoming year is suggested, leading to a more cautious stance on certain dry bulk and tanker stocks.
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斯迪富分析師Benjamin Nolan下調$Scorpio Tankers (STNG.US)$至持有評級，並將目標價從90美元下調至65美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.4%，總平均回報率為15.1%。
此外，綜合報道，$Scorpio Tankers (STNG.US)$近期主要分析師觀點如下：
對Scorpio Tankers收益預期的調整受到成品油船費率較低和船舶運營成本略有增加的共同影響。這些因素促使第三季度以及2024年和2025年的每股收益預測分別上調了32％、7％和6％。
在過去的四年中，航運業經歷了相當大的強勁勢頭，這是在長期疲軟之後發生的顯著變化。市場的這種穩健性在很大程度上是由於需求的增加和供應鏈的受限。地緣政治事件，例如對俄羅斯的制裁和紅海的混亂，進一步加劇了這些狀況。儘管這些促成因素仍然不變，船舶供應合理，儘管有所增加，但預計當前的需求驅動因素可能已達到頂峯，至少在短期內是如此。這可能會導致運費的穩定，並可能降低該行業的資產價值。因此，建議重新評估來年的市場走勢，從而對某些幹散貨和油輪庫存採取更加謹慎的立場。
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