Within the international delivery market, pushed by occasions such because the outbreak of the Purple Sea disaster, the Shanghai Container Exports index (SCFI) has risen for 9 consecutive weeks, and authorized organizations anticipate how the worldwide delivery market continues with the height season in Europe. , the American line is about to enter the height season of demand, and the Asian transit ports are congested The depth in Hong Kong has launched a brand new wave of revenue revisions for One Piece.
On the finish of final week, the SCFI index rose by 140.1 factors, a weekly improve of 4.6%.
Funding advisers reminiscent of Yongfeng and Taishin identified that as a result of ongoing Purple Sea Bypass, demand restoration and longer airline flight occasions inflicting delays, the airline flight punctuality fee fell to 52.1% in April, which across the October 2020 degree, of which, Asian transit ports reminiscent of Singapore, Port Klang in Malaysia, and India have seen elevated port congestion.
In South America, there was a rush for shipments as a result of Brazil’s improve in tariffs on Chinese language merchandise As the push for shipments ended, final week’s improve in freight charges was good little between June and August line transport demand It’s anticipated that short-term freight charges might be simple to rise however troublesome to fall.
In response to statistics, after SCFI has risen for a number of consecutive weeks, the authorized cycle has additionally ushered in a brand new wave of rising earnings. Amongst them, from the center to the tip of Might, the Evergreen Marine Corp. (2603) has enhanced revision. of its share worth this 12 months. and 12.8 yuan; for Wanhai, the state of affairs is just like that of Yangming, and the authorized individual has revised this 12 months’s EPS to 9.7~11 yuan.
As for Evergreen, with the long-term Might North American contract lifted, the spot worth rose. , an annual improve of 301%. on the present fairness of 21.36 billion yuan, the EPS is 34 yuan.
As for Yang Ming, benefiting from the rise in freight charges on American and European traces in Might, the authorized individual estimates second quarter income of fifty.4 billion yuan, an annual improve of 44% , and an estimated after-tax revenue of 11.4. billion yuan, turning from loss to revenue, EPS It’s about 3.25 Yuan.
As for Wanhai, the authorized entity estimates second-quarter income of 34.7 billion yuan, an annual improve of 42%. EPS of about 3.1 yuan, benefiting from Sino-Ocean Line’s freight costs have elevated considerably The EPS revenue is 11 yuan.
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2024-06-10 11:18:12
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