《航運股》外資挺長榮 目標價110元 - 股票

By Rae
at 2021-05-24T22:17
at 2021-05-24T22:17
Table of Contents
【時報記者莊丙農台北報導】航運股今天成交比重一度超過4成,成為市場多頭追捧對象
。亞系外資在最新出爐的報告指出,貨櫃航運的強勁需求將持續到今年第3季,近期貨櫃
業者的股價與運價表現大相逕庭,主要投資人對於下半年擔憂過高,但近期股價修正正好
提供具吸引力的買點,給予長榮(2603)「買進」評等,目標價上看110元。
上周SCFI綜合運價指數達3432.5點,較前一周上漲2.66%,其中美西線近周持平至4843美
元/FEU、美東線上漲1.9%至7521美元/FEU、歐洲線則提升2.6%至5579美元/TEU,再創歷
史高價水準。
亞系外資報告指出,SCFI運價指數第2季至今較第1季季增8%,跨太平洋北美航線從5月起
新合約運價更高,以及較去年同期成長,可望帶動第2季獲利優於第1季,預期需求能見度
將延伸至第3季。
NRF預估美國零售進口貨櫃量維持超越旺季水準至8月,目前塞港尚未緩解,截至5/16洛杉
磯港口仍有19艘船等待靠港。赫伯羅德也預期,強勁的需求可能會持續到旺季結束。亞系
外資認為,如此持續強勁需求可能意味著供應鏈的壅塞將可能會持續更長的時間並有利運
費的表現。儘管赫伯羅德預期下半年運費可能有機會從目前的高峰逐漸回歸正常,不過仍
較以前正常的水準高出兩位數的成長
https://tw.stock.yahoo.com/news/航運股-外資挺長榮-目標價110元-040933077.html
--
。亞系外資在最新出爐的報告指出,貨櫃航運的強勁需求將持續到今年第3季,近期貨櫃
業者的股價與運價表現大相逕庭,主要投資人對於下半年擔憂過高,但近期股價修正正好
提供具吸引力的買點,給予長榮(2603)「買進」評等,目標價上看110元。
上周SCFI綜合運價指數達3432.5點,較前一周上漲2.66%,其中美西線近周持平至4843美
元/FEU、美東線上漲1.9%至7521美元/FEU、歐洲線則提升2.6%至5579美元/TEU,再創歷
史高價水準。
亞系外資報告指出,SCFI運價指數第2季至今較第1季季增8%,跨太平洋北美航線從5月起
新合約運價更高,以及較去年同期成長,可望帶動第2季獲利優於第1季,預期需求能見度
將延伸至第3季。
NRF預估美國零售進口貨櫃量維持超越旺季水準至8月,目前塞港尚未緩解,截至5/16洛杉
磯港口仍有19艘船等待靠港。赫伯羅德也預期,強勁的需求可能會持續到旺季結束。亞系
外資認為,如此持續強勁需求可能意味著供應鏈的壅塞將可能會持續更長的時間並有利運
費的表現。儘管赫伯羅德預期下半年運費可能有機會從目前的高峰逐漸回歸正常,不過仍
較以前正常的水準高出兩位數的成長
https://tw.stock.yahoo.com/news/航運股-外資挺長榮-目標價110元-040933077.html
--
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