外資喊長榮52元 預估獲利原來是這數字 - 股票

By Hazel
at 2021-01-08T20:24
at 2021-01-08T20:24
Table of Contents
1.原文連結:https://udn.com/news/story/7252/5159225 經濟日報 / 記者趙于萱
2.原文內容:外資喊長榮52元 預估獲利原來是這數字
滙豐證券今(8)日發布報告,大幅拉高長榮海(2603)目標價至52元,引發市場關注,
但由於滙豐沒有直接給出長榮每股純益(EPS)的預測數字,即使看損益表也只有稀釋後
EPS,直接翻譯可能不知道外資到底估多少。根據滙豐分析,長榮今年獲利將提高到295億
元,明年來到323億元,若依股本489億元推算,約成長到6.02元、6.59元。
這也代表滙豐對長榮財務預測為穩健成長,對照國內法人最樂觀預測,長榮今年將大賺
10.5元,超過一個股本,滙豐預估不是缺乏爆發力就是低估。但不論內外資看法,都認為
長榮穩定成長確立,今明年獲利也會締造十年以上的大好成績,依舊值得關注。
根據滙豐說法,航運業景氣自去年下半年反彈,今年持續強勁發展。目前開年不久,各地
貨櫃運價繼續攀高,該券商預估,美國線運價可從去年的1,500美元,成長到2,500美元以
上,歐洲線自1,100至1,200美元,成長到2,000美元之上,航商獲利續強可期。
滙豐指出,回補庫存和塞港是運價續漲主因,合約費率繼續提高,另船用燃料、租船費率
也不斷上漲,都推升運價漲勢難止。最近新冠肺炎捲土重來,更加據各地缺工問題及運輸
需要,估計上半年運輸需求將比去年同期成長雙位數,運價至少漲到第2季,下半年需求
則維持高檔。
航商獲利來看,滙豐表示,去年指標航商大賺幅度超乎預期,包括長榮公布去年11月營收
較第3季大幅增長,反映該券商先前的財測還有上修空間。由於看漲的航線多半是長榮主
力,今年集團表現可望再度超越預期。
據滙豐調整後的財測,長榮今明年每股純益將穩定成長到6元以上,配發股息跟著增加,
預估今年可派發2.38元,2021年度3.07元,2022年度3.36元,同期每股淨值成長到26.7元
,市場評價可望跟進提高。
3.心得:外資已經看到2022年了 太厲害 目標價52元 還有將近3根漲停 還不買爆...
--
2.原文內容:外資喊長榮52元 預估獲利原來是這數字
滙豐證券今(8)日發布報告,大幅拉高長榮海(2603)目標價至52元,引發市場關注,
但由於滙豐沒有直接給出長榮每股純益(EPS)的預測數字,即使看損益表也只有稀釋後
EPS,直接翻譯可能不知道外資到底估多少。根據滙豐分析,長榮今年獲利將提高到295億
元,明年來到323億元,若依股本489億元推算,約成長到6.02元、6.59元。
這也代表滙豐對長榮財務預測為穩健成長,對照國內法人最樂觀預測,長榮今年將大賺
10.5元,超過一個股本,滙豐預估不是缺乏爆發力就是低估。但不論內外資看法,都認為
長榮穩定成長確立,今明年獲利也會締造十年以上的大好成績,依舊值得關注。
根據滙豐說法,航運業景氣自去年下半年反彈,今年持續強勁發展。目前開年不久,各地
貨櫃運價繼續攀高,該券商預估,美國線運價可從去年的1,500美元,成長到2,500美元以
上,歐洲線自1,100至1,200美元,成長到2,000美元之上,航商獲利續強可期。
滙豐指出,回補庫存和塞港是運價續漲主因,合約費率繼續提高,另船用燃料、租船費率
也不斷上漲,都推升運價漲勢難止。最近新冠肺炎捲土重來,更加據各地缺工問題及運輸
需要,估計上半年運輸需求將比去年同期成長雙位數,運價至少漲到第2季,下半年需求
則維持高檔。
航商獲利來看,滙豐表示,去年指標航商大賺幅度超乎預期,包括長榮公布去年11月營收
較第3季大幅增長,反映該券商先前的財測還有上修空間。由於看漲的航線多半是長榮主
力,今年集團表現可望再度超越預期。
據滙豐調整後的財測,長榮今明年每股純益將穩定成長到6元以上,配發股息跟著增加,
預估今年可派發2.38元,2021年度3.07元,2022年度3.36元,同期每股淨值成長到26.7元
,市場評價可望跟進提高。
3.心得:外資已經看到2022年了 太厲害 目標價52元 還有將近3根漲停 還不買爆...
--
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