台灣 vs 國際航海王股價及評價 - 股票
By Lydia
at 2021-05-15T08:30
at 2021-05-15T08:30
Table of Contents
老人家一早起來洗衣服打掃完就不知道幹嘛了
又不能出門,看到昨天有人在討論國際vs台灣航海王的對比
自己也蠻好奇就抓了一下
先備註
1.數字以路透預估為準,你覺得太低可以打電話去宏遠叫它上傳報告
2.馬士基股價部分經過匯率調整,因為財報是美金這樣比較好算(我的理解應該沒錯)
3.你的系統看到的不一樣煩請指正,部分資料為手key不保證正確性
4.部分航商未上市無公開資料或是資料歷史因此未採用
Forecast EPS/ Forward P/E
https://imgur.com/gPuXQeg
Forecast BPS/ Forward P/B
https://imgur.com/aRHi27h
Stock Price performance
https://imgur.com/KYdpFv3
以P/E 角度來說長榮/陽明的確較平均低估
但P/B 角度來說看起來也沒有特別低
但財務預估太困難,這種東西兩個月都抓不準還要看兩年
以股價而言(52 weeks)
長榮/陽明波動都大於平均(不論最大漲幅或拉回幅度)
曾聽過一句很有道理的話
valuation is an art not a science
你覺得怎麼評價符合這家公司的價值就怎麼評, 然後看市場最後會不會認同
BTW
5月12日高盛降評馬士基 from Buy to Neutral
報告中提到
自從2020/9/28開始推薦股價已上漲62%
儘管期待近期獲利強勁(expect strong near-term earnings)
但認為Q2將會是獲利高峰(expect 2Q21 to mark the peak earnings quarter)
話說我娘好像還有一堆30幾的船票
前天問他賣了沒她只說:疑 跌了阿 阿你星期六要回來吃飯嗎
薑果然是老的辣
--
又不能出門,看到昨天有人在討論國際vs台灣航海王的對比
自己也蠻好奇就抓了一下
先備註
1.數字以路透預估為準,你覺得太低可以打電話去宏遠叫它上傳報告
2.馬士基股價部分經過匯率調整,因為財報是美金這樣比較好算(我的理解應該沒錯)
3.你的系統看到的不一樣煩請指正,部分資料為手key不保證正確性
4.部分航商未上市無公開資料或是資料歷史因此未採用
Forecast EPS/ Forward P/E
https://imgur.com/gPuXQeg
Forecast BPS/ Forward P/B
https://imgur.com/aRHi27h
Stock Price performance
https://imgur.com/KYdpFv3
以P/E 角度來說長榮/陽明的確較平均低估
但P/B 角度來說看起來也沒有特別低
但財務預估太困難,這種東西兩個月都抓不準還要看兩年
以股價而言(52 weeks)
長榮/陽明波動都大於平均(不論最大漲幅或拉回幅度)
曾聽過一句很有道理的話
valuation is an art not a science
你覺得怎麼評價符合這家公司的價值就怎麼評, 然後看市場最後會不會認同
BTW
5月12日高盛降評馬士基 from Buy to Neutral
報告中提到
自從2020/9/28開始推薦股價已上漲62%
儘管期待近期獲利強勁(expect strong near-term earnings)
但認為Q2將會是獲利高峰(expect 2Q21 to mark the peak earnings quarter)
話說我娘好像還有一堆30幾的船票
前天問他賣了沒她只說:疑 跌了阿 阿你星期六要回來吃飯嗎
薑果然是老的辣
--
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