外資送暖長榮 航運三雄迷途知返 - 股票
By Brianna
at 2021-01-08T13:47
at 2021-01-08T13:47
Table of Contents
1.原文連結:https://reurl.cc/5okYAR
2.原文內容:
重挫三天的航運三雄,今天盤中陸續出現止跌上揚,外資報告今天也力挺長榮,亞系外資
在最新出爐的報告中重申長榮(2603)「買進」評等,目標價由原先的35元調高至52元。
由於海運價格持續調漲,長榮、陽明(2609)及萬海(2615)去年第4季漲勢凌厲,達到必須
公布自結獲利的條件後,公布的數字遠高於市場預期,讓股價一路繼續衝,短期過熱後逢
高修正,陽明這周甚至連續兩天打落跌停。不過,今天逢低買盤進場,航運三雄陸續反彈
。
亞系外資今天報告指出,2021年將是貨櫃海運前所未有的有史以來最好的一年,由於合約
費率將會調升至創紀錄的水平,加上今年上半年銷量將以兩位數成長,因為庫存補貨以及
塞港等因素推高運費,預估長榮2021年的獲利將超越2020年。
2020年12月底上海出口集裝箱綜合運價指數(SCFI)較去年第3季底上漲93%至2,787點、
周漲幅5%,各航線運價表現依舊以歐洲及地中海線漲幅較大,長程線的美東線與美西線
運價則維持高檔走勢。由於疫情感染人數未減,市場仍無法擁有足夠人員以及時間可以應
付進出口量,整體船期延誤時間拉長、船舶堵塞問題仍將持續至今年上半年,在大航商仍
持續漲價下,看好貨運三雄股價及獲利表現。
3.心得/評論:
外資送暖長榮 航運三雄迷途知返
航運先故意跌停 騙你船票出來
散戶砍在阿呆谷 再拉升炒作到52
每次都這樣 沒水準擱兼沒衛生...
--
2.原文內容:
重挫三天的航運三雄,今天盤中陸續出現止跌上揚,外資報告今天也力挺長榮,亞系外資
在最新出爐的報告中重申長榮(2603)「買進」評等,目標價由原先的35元調高至52元。
由於海運價格持續調漲,長榮、陽明(2609)及萬海(2615)去年第4季漲勢凌厲,達到必須
公布自結獲利的條件後,公布的數字遠高於市場預期,讓股價一路繼續衝,短期過熱後逢
高修正,陽明這周甚至連續兩天打落跌停。不過,今天逢低買盤進場,航運三雄陸續反彈
。
亞系外資今天報告指出,2021年將是貨櫃海運前所未有的有史以來最好的一年,由於合約
費率將會調升至創紀錄的水平,加上今年上半年銷量將以兩位數成長,因為庫存補貨以及
塞港等因素推高運費,預估長榮2021年的獲利將超越2020年。
2020年12月底上海出口集裝箱綜合運價指數(SCFI)較去年第3季底上漲93%至2,787點、
周漲幅5%,各航線運價表現依舊以歐洲及地中海線漲幅較大,長程線的美東線與美西線
運價則維持高檔走勢。由於疫情感染人數未減,市場仍無法擁有足夠人員以及時間可以應
付進出口量,整體船期延誤時間拉長、船舶堵塞問題仍將持續至今年上半年,在大航商仍
持續漲價下,看好貨運三雄股價及獲利表現。
3.心得/評論:
外資送暖長榮 航運三雄迷途知返
航運先故意跌停 騙你船票出來
散戶砍在阿呆谷 再拉升炒作到52
每次都這樣 沒水準擱兼沒衛生...
--
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