J.P.摩根-亚太地区-航运业-干散货航运2018年展望-2018.1.31-26页

AsiaPacificEquityResearch31January2018DryBulkShipping2018OutlookMutedsupplygrowthleadsustopreferdrybulkovercontainershipping;accumulatePacBasinonweaknessInfrastructure,Industrials&TransportKarenLi,CFAAC(852)2800-8589karen.yy.li@jpmorgan.comBloombergJPMAKLIJ.P.MorganSecurities(AsiaPacific)LimitedVarunGinodia,CFA(91-22)6157-3321varun.x.ginodia@jpmorgan.comJ.P.MorganSecurities(AsiaPacific)Limited/J.P.MorganIndiaPrivateLimitedCalvinCWong,CFA(852)28008502calvin.wong@jpmorgan.comJ.P.MorganSecurities(AsiaPacific)LimitedHanliFan,CFA(852)2800-8566hanli.fan@jpmorgan.comJ.P.MorganSecurities(AsiaPacific)LimitedJamesTeo(65)6882-1374james.teo@jpmorgan.comJ.P.MorganSecurities(AsiaPacific)LimitedSeepage23foranalystcertificationandimportantdisclosures,includingnon-USanalystdisclosures.J.P.Morgandoesandseekstodobusinesswithcompaniescov