发帖
雷达卡
【出版时间及名称】：2009年11月亚太集装箱海运行业研究报告
【作者】：德意志银行
【文件格式】：PDF
【页数】：31
【目录或简介】：
Table of Contents
Industry – recovery outlook remains solid...................................... 3
Key points ................................................................................................................................3
Demand to leverage on re-stocking ..........................................................................................3
Supply to surprise on the downside .........................................................................................6
Freight rates trend up to breakeven level..................................................................................8
Equities – sustainable sector re-rating appears underway............ 9
Key points ................................................................................................................................9
Ready to position ahead of industry turnaround .......................................................................9
Stock ideas – Buy OOIL and Evergreen Marine; Sell China Cosco and China Shipping
Container................................................................................................................................12
Individual company review......................................................................................................14
Key risks to our neutral view.......................................................... 20
Downside risk: weaker-than-expected freight rates................................................................20
Upside risk: stronger-than-expected freight rates ...................................................................20
京公网安备 11010802022788号
