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Little Excitement Around Shanghai Zhonggu Logistics Co., Ltd.'s (SHSE:603565) Earnings
Research Reports on Investment Opportunities | Dongxing: Initiating a "Recommendation" rating for Shanghai Zhonggu Logistics, with a dividend payout ratio maintained at a high level.
Dongxing's Research Reports indicate that Shanghai Zhonggu Logistics (603565.SH) is a leading company in domestic trade containers in China. By continuously integrating Railways and Highways resources nationwide, it has formed a three-dimensional logistics network of "road, rail, and water" and established a multimodal transport logistics system centered on water transportation. In the long term, the container throughput at China's major ports accounts for about 20% of the cargo throughput at these ports, which is relatively low compared to mainstream ports in Europe and the United States. The proportion of "bulk to container" and multimodal transport has significant room for improvement, which will support the long-term demand growth for domestic container shipping in China.
CICC: The uncertainty of the Red Sea reopening has increased, and China's container shipping companies are expected to rise.
Recently, domestic shipping companies' stock prices have generally underperformed their international counterparts, possibly due to: 1) The Bearish impact of the reopening of the Red Sea on freight rates, 2) The USA's Section 301 investigation proposing additional charges on Chinese shipping companies and Chinese-built Ships, which has influenced these two Bearish narratives.
Some Investors May Be Worried About Shanghai Zhonggu Logistics' (SHSE:603565) Returns On Capital
Has Shanghai Zhonggu Logistics Co., Ltd.'s (SHSE:603565) Impressive Stock Performance Got Anything to Do With Its Fundamentals?
These 4 Measures Indicate That Shanghai Zhonggu Logistics (SHSE:603565) Is Using Debt Reasonably Well
Little Excitement Around Shanghai Zhonggu Logistics Co., Ltd.'s (SHSE:603565) Earnings
