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中远海控:业绩后 NDR 要点 -2026 年供给过剩收窄,欧洲合约运价小幅下滑
2026-03-30 05:15
27 March 2026 | 1:24AM HKT Equity Research COSCO SHIPPING Holdings (601919.SS) Post-results NDR takeaways: Sees a narrowing of oversupply in 2026 with a modest decline in Europe contract rate | 601919.SS | 12m Price Target: Rmb13.50 | Price: Rmb15.26 | Downside: 11.5% | | --- | --- | --- | --- | | 1919.HK | 12m Price Target: HK$10.60 | Price: HK$14.95 | Downside: 29.1% | We hosted COSCO Shipping Holding for an NDR post its FY25 results (see FY25 review) on Mar 25. Our key takeaways include: 1) Mgmt expects ...