MSCI全球標準指數新增陽明,外資趁低吃貨 - 股票
By Eartha
at 2021-05-20T12:06
at 2021-05-20T12:06
Table of Contents
原文標題:MSCI全球標準指數新增陽明,外資趁低吃貨,連六日買超逾8.3萬張
原文連結:https://reurl.cc/GdMGm3
發布時間:2021年5月20日 週四 上午9:46
原文內容:
【財訊快報/記者劉居全報導】MSCI(明晟)日前公布最新的半年度調整結果,其中MSCI全
球標準指數台灣成分股新增一檔個股為陽明(2609),陽明也是此次權重調升最多的個股,
變動權重為0.26%;儘管最新半年度調整結果將於5月27日收盤後才生效,不過近期外資已
趁低吃貨,連續買超6個交易日,買超張數逾8.3萬張;而外資對陽明持股也從MSCI5月12
日持股約逾7%增加至昨(19)日的逾一成。 此外,根據最新一期的SCFI貨櫃運價指數達
3343.34點,較前一周大漲248.18點,創新高,漲幅逾8%;貨櫃三雄中以歐美線遠洋營運
占比較高的長榮(2603)及陽明都將是主要受惠者;加上5月1日起北美長約價格較去年同期
大漲,長榮及陽明第二季業績可望持續攀升。
除整體貨櫃海運運價指數創新高外,包含遠東到歐洲、地中海、美東運價也都創新高,其
中,遠東到歐洲航線每TEU(20呎櫃)運價達到5438美元,較前一周大漲760美元,漲幅16%
;遠東到地中海航線則上漲517美元,每TEU5320美元,漲幅10%;遠東到美東航線本周運
價再創新天價,每FEU(40呎櫃)運價上漲342美元,達7378美元,漲幅4.8%,而遠東到美西
航線每FEU(40呎櫃)運價4839美元,上漲231美元,漲幅4.9%。
此外,陽明第一季營收為622.82億元,稅後盈餘達245.17億元,較去年同期轉虧為盈,每
股盈餘(EPS)7.49元,優於市場預期;陽明出運,成為貨櫃三雄第一季每股盈餘獲利王;
貨櫃三雄已出爐第一季財報,長榮每股盈餘7.04元,萬海(2615)每股盈餘6.62元,由於第
二季運價持續上漲,以目前市場缺櫃、塞港推估,貨櫃三雄第二季獲利也可望交出漂亮成
績。
心得:外資撿便宜 是撿到鑽石還是大便呢? 讓我們繼續看下去...
--
原文連結:https://reurl.cc/GdMGm3
發布時間:2021年5月20日 週四 上午9:46
原文內容:
【財訊快報/記者劉居全報導】MSCI(明晟)日前公布最新的半年度調整結果,其中MSCI全
球標準指數台灣成分股新增一檔個股為陽明(2609),陽明也是此次權重調升最多的個股,
變動權重為0.26%;儘管最新半年度調整結果將於5月27日收盤後才生效,不過近期外資已
趁低吃貨,連續買超6個交易日,買超張數逾8.3萬張;而外資對陽明持股也從MSCI5月12
日持股約逾7%增加至昨(19)日的逾一成。 此外,根據最新一期的SCFI貨櫃運價指數達
3343.34點,較前一周大漲248.18點,創新高,漲幅逾8%;貨櫃三雄中以歐美線遠洋營運
占比較高的長榮(2603)及陽明都將是主要受惠者;加上5月1日起北美長約價格較去年同期
大漲,長榮及陽明第二季業績可望持續攀升。
除整體貨櫃海運運價指數創新高外,包含遠東到歐洲、地中海、美東運價也都創新高,其
中,遠東到歐洲航線每TEU(20呎櫃)運價達到5438美元,較前一周大漲760美元,漲幅16%
;遠東到地中海航線則上漲517美元,每TEU5320美元,漲幅10%;遠東到美東航線本周運
價再創新天價,每FEU(40呎櫃)運價上漲342美元,達7378美元,漲幅4.8%,而遠東到美西
航線每FEU(40呎櫃)運價4839美元,上漲231美元,漲幅4.9%。
此外,陽明第一季營收為622.82億元,稅後盈餘達245.17億元,較去年同期轉虧為盈,每
股盈餘(EPS)7.49元,優於市場預期;陽明出運,成為貨櫃三雄第一季每股盈餘獲利王;
貨櫃三雄已出爐第一季財報,長榮每股盈餘7.04元,萬海(2615)每股盈餘6.62元,由於第
二季運價持續上漲,以目前市場缺櫃、塞港推估,貨櫃三雄第二季獲利也可望交出漂亮成
績。
心得:外資撿便宜 是撿到鑽石還是大便呢? 讓我們繼續看下去...
--
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