大摩:料中远海能股价未来30天内将上涨 合法油轮需求正在上升
Zhi Tong Cai Jing·2026-01-05 03:39

Core Viewpoint - Morgan Stanley's report indicates that China Merchants Energy Shipping Company (600026)(01138) is expected to experience absolute price appreciation within the next 30 days due to recent price corrections making its short-term valuation more attractive [1] Group 1: Company Analysis - The stock has recently undergone a correction, enhancing its short-term valuation appeal [1] - Morgan Stanley has assigned a "Buy" rating to China Merchants Energy with a target price of HKD 13.2 [1] Group 2: Industry Insights - There is an increasing demand for legitimate oil tankers driven by geopolitical dynamics [1] - Morgan Stanley estimates the probability of this scenario occurring to be around 70% to 80%, indicating it is "highly likely" [1]

COSCO SHIPPING Energy-大摩:料中远海能股价未来30天内将上涨 合法油轮需求正在上升 - Reportify