野村投信估台灣貨櫃三雄財報報喜,今年航運股獲利有望三位數成長

Yahoo Entertainment - November 10, 2024

野村投信估台灣貨櫃三雄財報報喜,今年航運股獲利有望三位數成長

【財訊快報/記者劉居全報導】航運巨頭馬士基日前在第三季財報指出今年營運向好,受惠運費上漲,除持續調升財測外、2025年將提高股息,更揭示第四季季營運動能不會比第三季差,為貨櫃海運業第四季獲利動能開啟利多想像空間。另一航運大廠美森輪船(Matson) 2024年第三季度營收與獲利皆呈現雙位數成長,並預期只要當前經濟、供應鏈維持暢旺且地緣政治不確定性持續存在,第四季度運價可望保持高位。野村投信表示,利多不斷的航運消息,增添全球航運股的表現空間有利後市。野村全球航運龍頭息收ETF(00960)經理人張怡琳分析指出,根據…

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