中远海能涨超5% 地缘扰动利好合规油轮市场 大摩指其短期估值具吸引力

Group 1 - The core viewpoint of the article highlights that China Merchants Energy (中远海能) has seen its stock price increase by over 5%, currently trading at 10.13 HKD with a transaction volume of 125 million HKD [1] - The increase in stock price is attributed to geopolitical developments, particularly the U.S. seizing a Russian oil tanker linked to Venezuela, which is part of a broader strategy by the Trump administration to influence energy flows in the Americas [1] - Morgan Stanley has indicated that China Merchants Energy's stock is expected to see absolute gains in the next 30 days, as the recent price correction has made its short-term valuation more attractive [1] Group 2 - The demand for legitimate oil tankers is rising due to the current geopolitical dynamics, which is expected to benefit companies like China Merchants Energy [1]