小摩：中东局势致船费处结构性高位重申对中远海能“增持”评级

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摩根大通发布研报称，举行专家电话会议讨论伊朗相关事件如何重塑油轮与天然气运输市场，超过90名投资者参与。重申对中远海能（600026）(01138)H股“增持”评级，认为该公司持续保持六位数运费收益，加上船队供应趋紧，有望持续支撑盈利动能。该行给予其目标价为24港元。　　远期租船市场显示，即使现货运价趋缓，未来12个月油轮收益仍可能维持结构性高位；受安全因素影响，原定于波斯湾装货船只持续避开该区域...

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小摩：中东局势致船费处结构性高位 重申对中远海能“增持”评级

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小摩：中东局势致船费处结构性高位重申对中远海能“增持”评级