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JPM: Short-term Demand for Container Shipping and Ports Beats, Reiterates Overweight on CHINA MER PORT, COSCO SHIP HOLD, OOIL
2026-10-13 13:13:14
JPMorgan released a container shipping and port sector research report saying the latest data for 3Q26 continued to show that short-term demand was better than market concerns, while operational frictions still provided meaningful support to utilization and freight rates. The broker maintained its Overweight stance on the Asian shipping and port sector.


JPMorgan’s ratings and target prices on selected Asia-Pacific shipping stocks are listed below:

Stock|Rating|TP
COSCO SHIP HOLD (01919.HK)|Overweight|HKD21
OOIL (00316.HK)|Overweight|HKD176
Evergreen Marine|Overweight|TWD332
SITC (01308.HK)|Overweight|HKD52
TS LINES (02510.HK)|Overweight|HKD18
Mitsui O.S.K. Lines|Overweight|JPY7,900
PACIFIC BASIN (02343.HK)|Overweight|HKD4.9
COSCO SHIP ENGY (01138.HK)|Overweight|HKD29
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AASTOCKS Financial News
Website: www.aastocks.com