宏遠證卷報告中的海運 - 股票
By Elma
at 2021-05-03T17:23
at 2021-05-03T17:23
Table of Contents
最近宏遠大哥對長榮陽明的報告中
我只列重點
1. 今年第一季為海運營收最低點
(陽明第一季至少eps7以上是確定了)
2. 四月營收應該會月減(因為對應到的scfi和fbx是小跌的),宏遠說到時候是最後上船
機會
3. 海運第一季為傳統淡季 接下來第二三季開始進入旺季且scfi和fbx指數從四月開始大
暴漲
4. 五月超高價的長約敲定後,將會帶來更爆炸的營收
以上是宏遠對於長榮陽明最新報告所提到的重點
一月宏遠看好海運被廣大鄉民當笑話看
這次呢?
讓我們繼續看下去
--
我只列重點
1. 今年第一季為海運營收最低點
(陽明第一季至少eps7以上是確定了)
2. 四月營收應該會月減(因為對應到的scfi和fbx是小跌的),宏遠說到時候是最後上船
機會
3. 海運第一季為傳統淡季 接下來第二三季開始進入旺季且scfi和fbx指數從四月開始大
暴漲
4. 五月超高價的長約敲定後,將會帶來更爆炸的營收
以上是宏遠對於長榮陽明最新報告所提到的重點
一月宏遠看好海運被廣大鄉民當笑話看
這次呢?
讓我們繼續看下去
--
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