Morgan Stanley's research report released on June 12th pointed out that due to tight supply, the oil tanker's upward cycle for the next 1 to 2 years is still very optimistic. If the disruptions in the Red Sea continue, the rise in container spot freight rates may continue until the summer, but the issue of oversupply is still worrying. Daiwa recommends that investors buy Cosco Shipping Energy Transportation and China Merchants Energy Shipping during the off-season in the second and third quarters of this year.
大行评级｜大摩：若红海干扰持续 集装箱现货运费升势或延续至夏季
Major banks rating | Deutsche Bank: if the disruption of the Red Sea continues, the rising trend of container spot freight rates may continue into the summer.
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