上演除息秀 長榮、陽明外資升評喊買 - 股票QA
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By Zora
at 2023-07-04T07:47
at 2023-07-04T07:47
Table of Contents
原文標題:上演除息秀 長榮、陽明外資升評喊買
※請勿刪減原文標題
原文連結:https://ctee.com.tw/news/stocks/894694.html
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發布時間:2023.07.04
※請以原文網頁/報紙之發布時間為準
記者署名:工商時報 簡威瑟
※原文無記載者得留空
原文內容:
航運雙雄靠除息上演大復活戲碼,重新搶占鎂光燈焦點,滙豐證券強調長榮(2603)評價
偏低,給予「買進」投資評等,花旗環球證券緊接著把握良機升評長榮與陽明(2609),
直言運力供給轉為更有紀律,外資本波喊買航運股及時,股價大船乘著順風啟航。
長榮6月30日除息、每股配發現金股利70元,首日即強攻漲停,開啟填息之路,3日再度衝
上漲停板,連二個交易日大漲。陽明同樣具備高現金殖利率概念,於4日除息、每股配發
現金股利20元,填息氣氛受到長榮股價大船出港激勵,加上外資升評與正面看法一棒接一
棒,航運雙雄股價總算擺脫長達三個季度的低迷期,華麗轉身。
就法人動向來看,繼長榮在除息前一日獲得自營商(含權證避險)大買,4日除息的陽明
也在3日跟進,喜獲自營商大力買進,但有兩點狀況不同:首先,得益於長榮股價示範作
用,陽明除息前一天就衝漲停,比長榮更早發動。
其次,長榮在除息前夕只有自營商買超,外資並不捧場、還大賣逾1.8萬張,反觀股價表
現沉潛許久的陽明,在除息前一日獲外資大舉買超1.8萬張。
花旗環球證券坦言,先前對中遠海控、長榮、陽明三大亞太航商現金股利配發率的看法過
度悲觀(too bearish),當時研判受運價下滑侵擾,這些航商最終可能下修2022年現金
股利,然此情況最終並未發生。
其次,大陸製造業PMI數據疲弱,西方國家消費轉向服務類型,都加深了花旗環球認為下
半年需求復甦能見度有限的觀點。
不過,花旗環球證券發現,到目前為止,航運業者對運力擴張均相當有紀律,以避免觸發
全面性的價格競爭大戰,惟花旗環球提醒,基本面的下檔風險仍不能完全排除。
滙豐證券認為,從淨值與現金指標來看,長榮目前股價落在未來12個月的0.44倍股價淨值
比,遠遠低於金融海嘯時期的0.57倍,也比2010~2019年間谷底值的0.71倍~0.73倍要低
許多,現階段的評價顯然極具吸引力。
中信投顧則指出,陽明經營管理階層對後續市況審慎樂觀,歐美企業庫存水準若能儘早降
至合理水位,甚至俄烏衝突若能盡早結束,將有助後續航運市況。
中信投顧預期,美國年底假期消費需求應可反映在第三季航運傳統旺季,下半年航運市況
有望優於上半年。
https://i.imgur.com/CFY9ISp.png
心得/評論:
利多消息越來越多
不知道外資是好消息要跟散戶分享
還是準備又要倒出手上的存貨讓散戶套牢呢
※必需填寫滿30字,無意義者板規處分
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※請勿刪減原文標題
原文連結:https://ctee.com.tw/news/stocks/894694.html
※網址超過一行過長請用縮網址工具
發布時間:2023.07.04
※請以原文網頁/報紙之發布時間為準
記者署名:工商時報 簡威瑟
※原文無記載者得留空
原文內容:
航運雙雄靠除息上演大復活戲碼,重新搶占鎂光燈焦點,滙豐證券強調長榮(2603)評價
偏低,給予「買進」投資評等,花旗環球證券緊接著把握良機升評長榮與陽明(2609),
直言運力供給轉為更有紀律,外資本波喊買航運股及時,股價大船乘著順風啟航。
長榮6月30日除息、每股配發現金股利70元,首日即強攻漲停,開啟填息之路,3日再度衝
上漲停板,連二個交易日大漲。陽明同樣具備高現金殖利率概念,於4日除息、每股配發
現金股利20元,填息氣氛受到長榮股價大船出港激勵,加上外資升評與正面看法一棒接一
棒,航運雙雄股價總算擺脫長達三個季度的低迷期,華麗轉身。
就法人動向來看,繼長榮在除息前一日獲得自營商(含權證避險)大買,4日除息的陽明
也在3日跟進,喜獲自營商大力買進,但有兩點狀況不同:首先,得益於長榮股價示範作
用,陽明除息前一天就衝漲停,比長榮更早發動。
其次,長榮在除息前夕只有自營商買超,外資並不捧場、還大賣逾1.8萬張,反觀股價表
現沉潛許久的陽明,在除息前一日獲外資大舉買超1.8萬張。
花旗環球證券坦言,先前對中遠海控、長榮、陽明三大亞太航商現金股利配發率的看法過
度悲觀(too bearish),當時研判受運價下滑侵擾,這些航商最終可能下修2022年現金
股利,然此情況最終並未發生。
其次,大陸製造業PMI數據疲弱,西方國家消費轉向服務類型,都加深了花旗環球認為下
半年需求復甦能見度有限的觀點。
不過,花旗環球證券發現,到目前為止,航運業者對運力擴張均相當有紀律,以避免觸發
全面性的價格競爭大戰,惟花旗環球提醒,基本面的下檔風險仍不能完全排除。
滙豐證券認為,從淨值與現金指標來看,長榮目前股價落在未來12個月的0.44倍股價淨值
比,遠遠低於金融海嘯時期的0.57倍,也比2010~2019年間谷底值的0.71倍~0.73倍要低
許多,現階段的評價顯然極具吸引力。
中信投顧則指出,陽明經營管理階層對後續市況審慎樂觀,歐美企業庫存水準若能儘早降
至合理水位,甚至俄烏衝突若能盡早結束,將有助後續航運市況。
中信投顧預期,美國年底假期消費需求應可反映在第三季航運傳統旺季,下半年航運市況
有望優於上半年。
https://i.imgur.com/CFY9ISp.png

心得/評論:
利多消息越來越多
不知道外資是好消息要跟散戶分享
還是準備又要倒出手上的存貨讓散戶套牢呢
※必需填寫滿30字,無意義者板規處分
--
https://sora.komica.org/19/src/1687087752155.png
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--
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By Todd Johnson
at 2023-07-05T21:47
at 2023-07-05T21:47
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at 2023-07-05T21:47
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at 2023-07-02T06:44
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at 2023-07-05T21:47
at 2023-07-05T21:47
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