2009年12月亚太海运行业研究报告

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【出版时间及名称】：2009年12月亚太海运行业研究报告
        【作者】：高盛
        【文件格式】：PDF
        【页数】：31        
        【目录或简介】：
Table of contents
Sector share performance and outlook 3
Three favorable factors for freight rates 8
#1: Larger losses to drive cost recovery 12
#2: Supply growth is slowing 13
#3: Demand will likely accelerate 14
Summary of changes to ratings and target prices 16
Earnings revisions reflect stubbornly high unit costs 20
Disclosures 29

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关键词：行业研究报告 研究报告 行业研究 海运行业 performance 研究报告 行业 海运 亚太

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楼主这样搞，其意不在普通的会员，而是那些企业用户。现在我提供同样的内容，价格优惠，供有需要的企业用户下载。

December 18, 2009
Asia Pacific: Transportation: Shipping
Containers: Rate growth acceleration to sustain the sector re-rating

Reiterate attractive sector stance
The containership sector has rallied 45% ytd
despite persistent concerns of oversupply, while
MSCI Asia has increased 28% over the same
period. The sector is still trading below mid-cycle
multiples, implying 34% upside on avg to our
target prices. Hanjin Shipping, OOIL and Wan Hai
have the highest upside to TP. We upgrade NOL
to Buy from Neutral following the recent
retracement in the share price. Also, we
downgrade RCL and Yang Ming to Neutral from
Buy after reducing our 2010E estimated returns.