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不，要等到intra Asia 起价的新闻再买，就是现在的高位了。你看我另一个评论，intra Asia trade route 会因红海危机抽干的container supply ( due to reroute, delayed scheduled) port congestion 而间接被拉高这个逻辑早就应该联想到，不用等到真的起价。那个时候才1.2 , 我虽然对他有信心，可是也不会在这个价格才买入/加码。股价是前瞻的，等到起价再买就风险高了
It’s important to also remember that other than surging container rates which is a big portion of harbour profit; the other segments also will see improving outlook, such as the O&G exploration activities that feed into their shipping epcc division, robust domestic trade within Malaysia , and last but not least the cabotage policy as announced by Anthony months ago. Should container rates retrace by any means, the other catalyst above still bodes well and should shield the share price from any downside risk.
In short, 现在上涨的趋势已经反映了may QR 的反转利好，any retracement to 1.3+ is a no brainer buy, pls drop harbour