2024-06-10 11:18:12
Within the international transport market, pushed by occasions such because the unfold of the Purple Sea disaster, the Shanghai Container Exports (SCFI) index has risen for 9 consecutive weeks, and authorized entities count on that as the worldwide transport market advances with the European peak season, the American line is regarding to enter the height demand season, and Asian transit ports are congested. The intensification in Hong Kong has set off a brand new wave of revenue revisions for One Piece.
On the shut of final week, the SCFI index rose by 140.1 factors, a weekly enhance of 4.6%. All routes rose throughout the board, with Asia and the Japanese US rising by 5.6% and three.3% respectively.
Funding consultants equivalent to Yongfeng and Taishin identified that as a result of continued Purple Sea Bypass, demand restoration and longer airline flight instances inflicting delays, the airline flight punctuality price dropped to 52.1% in April, which is roughly the extent in October 2020, of which , Asian transit ports equivalent to Singapore, Port Klang in Malaysia, and India have successively skilled elevated port congestion. The citation for the Southeast Asian route in mid-June reached US$800 per 20-foot container (TEU).
In South America, there was a rush for shipments as a result of Brazil’s enhance in tariffs on Chinese language merchandise. As the push for shipments got here to an finish, the freight price enhance final week was comparatively small. June to August is the height season for North American line transportation demand. It’s anticipated that short-term freight charges are simple to rise however tough to fall. .
Based on statistics, following SCFI has risen for a lot of consecutive weeks, the authorized circle has additionally set off a brand new wave of rising earnings. Amongst them, since mid-to-late Could, Evergreen Marine Corp. (2603) has skilled an upward revision of its per share worth this yr. Revenue (EPS) is estimated to be between 22.7 and 34.4 yuan; for Yangming, following the authorized individual raised its revenue forecast final week, the general authorized individual circle’s EPS forecast for this yr has been between 8.8 and 12.8 yuan; for Wanhai , the scenario is just like that of Yangming, and the authorized individual has revised up this yr’s EPS to 9.7~11 yuan.
As for Evergreen, with the Could North American long-term contract raised, the spot worth rose. The authorized individual estimated second-quarter income of 102.1 billion yuan, an annual enhance of 52%, and estimated following-tax earnings of 20.4 billion yuan, an annual enhance of 301%. Quarterly EPS is 9.57 yuan. The estimated income in 2024 is 393.2 billion yuan, an annual enhance of 42%. The estimated following-tax revenue is 72.8 billion yuan, an annual enhance of 106%. Based mostly on the present fairness of 21.36 billion yuan, the EPS is 34 yuan. .
By way of Yang Ming, benefiting from the rise in freight charges on the American and European traces in Could, the authorized individual estimates second quarter income of fifty.4 billion yuan, an annual enhance of 44%, and an estimated following-tax revenue of 11.4 billion yuan, turning from a loss to a revenue, EPS It’s regarding 3.25 yuan. The estimated following-tax revenue for the yr is 44.7 billion yuan, an annual progress of 837%, and EPS is 12.8 yuan.
As for Wanhai, the authorized individual estimates second quarter income of 34.7 billion yuan, an annual enhance of 42%. Attributable to secure gas costs, the estimated following-tax revenue is 8.73 billion yuan, turning from a loss to a revenue, with an EPS of regarding 3.1 yuan, benefiting from Sino-Ocean Line freight costs have soared. The total-year estimated income is 134 billion yuan, an annual enhance of 34%. The following-tax revenue is 30.9 billion yuan, turning a loss right into a revenue. The EPS is 11 yuan.
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