以星航运面临港口罢工与行业挑战,机构展望谨慎
Jing Ji Guan Cha Wang·2026-02-13 16:40

Core Viewpoint - A large-scale strike at multiple ports in Italy has disrupted operations for Evergreen Marine Corporation, increasing uncertainty in the Mediterranean supply chain [1] Group 1: Company Developments - Evergreen Marine Corporation and Maersk will upgrade their joint operating routes by adding new ports of call and increasing capacity to optimize their network [1] - The potential reopening of the Red Sea shipping route may exacerbate the risk of declining industry profitability, with ongoing pressures from overcapacity and shrinking demand [1] Group 2: Stock Performance - Over the past week, Evergreen Marine Corporation's stock price has shown volatility, with a range of 1.69% and an amplitude of 6.29% [2] - The latest closing price on February 13 was $21.03, down 0.71% for the day, with trading volume decreasing from 2.0093 million shares on February 12 to 266,600 shares on February 13, indicating a moderate decline in market activity [2] Group 3: Institutional Perspectives - Six institutions currently have no buy ratings for Evergreen Marine Corporation, with hold and sell opinions each accounting for 50%, and a target average price of $16.68, which is below the current stock price [3] - Jefferies and other institutions highlight that overcapacity and geopolitical risks remain significant pressures, although a high dividend yield may provide defensive support [3]