宏遠證卷報告中的海運 - 股票

Elma avatar
By Elma
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

--
Tags: 股票

All Comments

Ula avatar
By Ula
at 2021-05-07T06:44
其實最近可以考慮減碼停利了 陽明準備被關+4月真的
有可能月減
大家可以留純利部份給他表演
4月現在很多人真的有可能月減 但是有些不做功課的
看到會怕就殺 到時候多殺多也有可能
Ula avatar
By Ula
at 2021-05-07T21:41
你能保證2030還能這麼賺嗎
Ida avatar
By Ida
at 2021-05-10T11:16
導航系統的第一品牌
Odelette avatar
By Odelette
at 2021-05-10T20:53
券啦幹
Yuri avatar
By Yuri
at 2021-05-12T05:34
宏遠我大哥
Erin avatar
By Erin
at 2021-05-15T17:31
鄉民都馬漲的時候笑人送分題沒上車,跌的時人人喊打
Elizabeth avatar
By Elizabeth
at 2021-05-17T06:05
1月也是被關才大跌阿
Anthony avatar
By Anthony
at 2021-05-18T12:16
Margaret avatar
By Margaret
at 2021-05-20T04:15
短空長多 eps28 股價100??
Queena avatar
By Queena
at 2021-05-24T20:41
之前我當你放屁 我現在跟你道歉
Tristan Cohan avatar
By Tristan Cohan
at 2021-05-27T19:12
恭喜啊,今年績效靠航運囉
Carolina Franco avatar
By Carolina Franco
at 2021-05-31T04:24
Tristan Cohan avatar
By Tristan Cohan
at 2021-06-03T08:11
Charlie avatar
By Charlie
at 2021-06-05T13:48
有萬海的嗎
Kelly avatar
By Kelly
at 2021-06-10T01:05
真的誇張 留純利 結果純利也快翻倍...
Charlie avatar
By Charlie
at 2021-06-13T17:31
不過月減也沒差吧...整年累計還是爆炸性
Wallis avatar
By Wallis
at 2021-06-15T12:15
現在還有所謂的淡季嗎?
Lydia avatar
By Lydia
at 2021-06-16T05:20
等開跌 航酸會酸爆吧
Mason avatar
By Mason
at 2021-06-17T19:53
搞不好停了後悔又更高買回
Vanessa avatar
By Vanessa
at 2021-06-18T20:30
宏遠我大哥
Zora avatar
By Zora
at 2021-06-19T05:56
今天沒漲停就被酸爆了 跌了還得了
Ophelia avatar
By Ophelia
at 2021-06-23T04:45
航酸:第一季EPS 7元,符合預期
Heather avatar
By Heather
at 2021-06-27T06:17
可怕的是宏遠估的還比現實開出的更低...
Yedda avatar
By Yedda
at 2021-06-27T13:29
宏遠海運大哥
Bennie avatar
By Bennie
at 2021-07-01T10:22
壓身家歐印
Isla avatar
By Isla
at 2021-07-03T07:29
宏遠證這波3月海運大漲他自己也大漲從14拉到22了
Charlotte avatar
By Charlotte
at 2021-07-03T22:59
宏遠我大哥==
Damian avatar
By Damian
at 2021-07-04T20:03
大家都知道的事.......
Skylar Davis avatar
By Skylar Davis
at 2021-07-09T07:55
這次不一樣 一月演過一次了 回檔當然接爆
Ingrid avatar
By Ingrid
at 2021-07-13T06:48
宏遠我大哥
Kyle avatar
By Kyle
at 2021-07-13T08:11
券啦 D能
Elma avatar
By Elma
at 2021-07-14T11:18
這是最新一期的笑話嗎
Lauren avatar
By Lauren
at 2021-07-17T08:57
嗯 笑話 陽明45 宏遠喊88大家也覺得笑話
Connor avatar
By Connor
at 2021-07-21T13:14
宏遠我大哥
Rebecca avatar
By Rebecca
at 2021-07-23T13:46
怎麼海運都沒提到鴻海
Selena avatar
By Selena
at 2021-07-24T03:37
宏遠證今天小漲說不定是沾到宏遠1406的同名
Hamiltion avatar
By Hamiltion
at 2021-07-28T16:27
宏遠大哥好
Ula avatar
By Ula
at 2021-07-30T17:31
航海王說陽明28.1可接還被質疑他成本26有道德問題
Iris avatar
By Iris
at 2021-08-03T23:35
感謝宏遠哥賜我吃穿!
Rebecca avatar
By Rebecca
at 2021-08-07T21:07
夭壽 這樣還最低點
Belly avatar
By Belly
at 2021-08-08T14:43
什麼叫質疑航海王道德有問題XDD都3倍了
Hedy avatar
By Hedy
at 2021-08-13T07:52
我就是怕陽明被關 才今天出的啊 帶頭大哥尊重一下
Edward Lewis avatar
By Edward Lewis
at 2021-08-14T06:37
超棒,大家快點停損全部all in航運一波
Todd Johnson avatar
By Todd Johnson
at 2021-08-18T06:22
賺70% 不知道四月下殺要不要先賣好苦惱
報告出來後
Kelly avatar
By Kelly
at 2021-08-22T01:09
更正,不是航海王,是航海神
Emma avatar
By Emma
at 2021-08-23T06:32
all in
Eartha avatar
By Eartha
at 2021-08-26T22:25
航海王在24-28收貨 收完po文沒什麼問題啊
Zora avatar
By Zora
at 2021-08-27T04:18
這個講兩個月了,為何今天大家都信了
Jack avatar
By Jack
at 2021-08-29T11:41
你覺得被關會回檔但還是會上去啊
Isabella avatar
By Isabella
at 2021-09-02T22:04
宏遠大哥我跟定你了
Elma avatar
By Elma
at 2021-09-04T00:02
航海神的問題就是:航酸看到什麼都覺得有問題
Rebecca avatar
By Rebecca
at 2021-09-08T07:18
宏遠我大哥!
Emma avatar
By Emma
at 2021-09-10T02:46
現在就是賭博 如果四月月增 船票就噴爆
Frederica avatar
By Frederica
at 2021-09-12T09:36
趕快搭上神鬼奇航的旅程,看誰當最後一隻鬼
Doris avatar
By Doris
at 2021-09-16T17:20
其實說真的 宏遠才是航海神 他從長榮1X就喊了
信宏遠的都可以退休 找嫩模了
Candice avatar
By Candice
at 2021-09-20T17:00
航海王po文時 才到魚眼吧 自己要懂得上船
Damian avatar
By Damian
at 2021-09-23T21:35
4月月減 看來明天最後上車了
Suhail Hany avatar
By Suhail Hany
at 2021-09-28T08:06
還有宏遠大哥有信用 我是信了也跟了
Poppy avatar
By Poppy
at 2021-09-30T20:29
我每天都會回去看航海王的文 沒漲5%就看2次
Ophelia avatar
By Ophelia
at 2021-10-05T17:20
Lydia avatar
By Lydia
at 2021-10-06T18:33
宏遠一月估的九十幾塊快到了
Elvira avatar
By Elvira
at 2021-10-11T00:16
還有人在酸宏遠 呵呵 酸酸真的為了酸而酸
Daph Bay avatar
By Daph Bay
at 2021-10-11T08:29
長榮目標144,現在才到最好吃的虱目魚肚
Andrew avatar
By Andrew
at 2021-10-13T02:08
航海王也是有參考宏遠的報告,所以宏遠可信度蠻高
George avatar
By George
at 2021-10-16T15:32
而且他還有分享簡報,超佛心。
Olive avatar
By Olive
at 2021-10-20T18:34
月減Don't care ASP up up
Daph Bay avatar
By Daph Bay
at 2021-10-22T19:41
航酸仔就是見不得人好
Elma avatar
By Elma
at 2021-10-27T15:53
明天要打90王了!
Skylar Davis avatar
By Skylar Davis
at 2021-10-31T02:35
空手仔:我沒賺到 你們憑什麼賺
Annie avatar
By Annie
at 2021-11-01T18:28
明天直接跳空的話...可能沒有90王
Gilbert avatar
By Gilbert
at 2021-11-04T04:54
跌下來就加碼
Yuri avatar
By Yuri
at 2021-11-08T03:26
宏遠股市清流
Frederic avatar
By Frederic
at 2021-11-08T16:04
當水手的都給宏遠敬禮
Harry avatar
By Harry
at 2021-11-08T20:10
宏遠證 今天2603 2609 都是賣超
Frederica avatar
By Frederica
at 2021-11-12T21:08
明天一定直接跳空開90以上
Hedy avatar
By Hedy
at 2021-11-14T03:08
宏遠我大哥
Lauren avatar
By Lauren
at 2021-11-16T15:58
1月宏遠被罵的要死
Zora avatar
By Zora
at 2021-11-20T07:55
航海神 XDD 說的真好!
Puput avatar
By Puput
at 2021-11-20T18:22
洪遠: 我先跑 你們殿後??
Dorothy avatar
By Dorothy
at 2021-11-21T14:31
大家快把他當笑話才有可能成真
Elizabeth avatar
By Elizabeth
at 2021-11-26T03:30
一樓真的是....股版壞人多
Joseph avatar
By Joseph
at 2021-11-26T09:20
升鴻跟學弟航海王吃飯 航海王說至少還有兩倍 真的
快達成了 乾...
Bennie avatar
By Bennie
at 2021-11-29T01:33
酸的人都是空手沒賺到 可憐阿
Bethany avatar
By Bethany
at 2021-12-02T14:34
*補充漏字 四月初吃飯
Queena avatar
By Queena
at 2021-12-03T07:59
券啦
Hamiltion avatar
By Hamiltion
at 2021-12-04T22:21
01919.HK 中遠海控今天也噴出
Vanessa avatar
By Vanessa
at 2021-12-06T19:00
我就問 怎麼賠
Eartha avatar
By Eartha
at 2021-12-06T23:22
陽明今年很可能賺30塊以上,明年搞不好賺更多
Hamiltion avatar
By Hamiltion
at 2021-12-11T17:53
今天漲停打開貪便宜沒買到 又鎖回去...
Sandy avatar
By Sandy
at 2021-12-15T05:25
陽明最近表現超狂 看得都熱血沸騰起來
Emily avatar
By Emily
at 2021-12-16T10:35
宏遠我大哥
Jessica avatar
By Jessica
at 2021-12-17T16:13
猜明年股利連一半都不到 十年股利大概四十幾吧 運
價那麼高可能不利國際貿易 當然未來會怎樣不好說
如果海運價格能夠維持好幾年 那只能說恭喜了
Mason avatar
By Mason
at 2021-12-22T02:03
船不停給人上船啊
Barb Cronin avatar
By Barb Cronin
at 2021-12-26T23:59
在意股利的去買長榮阿 長榮往年有賺都發一半
Mia avatar
By Mia
at 2021-12-30T19:12
http://i.imgur.com/2bmyyq0.jpg
航運三本柱投球型態都不一樣,共同點是會贏霸業十年
Annie avatar
By Annie
at 2022-01-04T17:00
長榮今天都噴了,宏遠証還在龜...QQ
Valerie avatar
By Valerie
at 2022-01-06T00:05
複製國巨模式
Emma avatar
By Emma
at 2022-01-10T08:12
宏遠po多少價 我就加多少碼 這還用看嗎
Tracy avatar
By Tracy
at 2022-01-11T01:30
陽明3月eps2.43
Gilbert avatar
By Gilbert
at 2022-01-11T15:12
陽明又吃注意,又要被關廁所了沒
Daniel avatar
By Daniel
at 2022-01-15T08:02
宏遠我大哥!!
Susan avatar
By Susan
at 2022-01-18T06:35
我感覺目標價又要往上拉了
Sierra Rose avatar
By Sierra Rose
at 2022-01-19T06:12
長約2.7倍起跳,你各位自己算
Irma avatar
By Irma
at 2022-01-20T13:07
陽明上看150
Sandy avatar
By Sandy
at 2022-01-22T02:37
1樓少年股神想騙船票==壞人
Madame avatar
By Madame
at 2022-01-24T14:17
破百基本的啦,航酸笑鼠倫...
Kristin avatar
By Kristin
at 2022-01-27T19:46
請問這份報告有沒有完整版可以看
Poppy avatar
By Poppy
at 2022-01-29T14:05
沒要騙 只是最近飆漲 真的可以賣一點
Lily avatar
By Lily
at 2022-01-29T18:15
樓上還在騙船票
Kyle avatar
By Kyle
at 2022-02-02T13:41
中遠海控今天+10.79%
Olga avatar
By Olga
at 2022-02-07T03:15
海運真的要崩了
Linda avatar
By Linda
at 2022-02-10T09:22
第三季150第四季200明年第一季300
Rebecca avatar
By Rebecca
at 2022-02-13T22:50
券 啦
Joe avatar
By Joe
at 2022-02-15T07:56
長約又漲.........準備噴到哭
Brianna avatar
By Brianna
at 2022-02-19T09:15
報告估全年EPS 27.39元 快喊到30囉
David avatar
By David
at 2022-02-20T09:13
第一季最低點@@陳宏清好狂
Gary avatar
By Gary
at 2022-02-24T21:05
…是陳國清
Belly avatar
By Belly
at 2022-02-26T02:27
為什麼長約會漲?
Michael avatar
By Michael
at 2022-03-02T08:53
四月營收開出來股價預估是最低點,旺季還沒來...
Hedy avatar
By Hedy
at 2022-03-06T00:17
宏遠從頭到尾言行一致
Jacky avatar
By Jacky
at 2022-03-07T07:07
拜託,四月開出來人踩人,這樣好補船票
Hedwig avatar
By Hedwig
at 2022-03-09T17:28
XD陳宏清是誰啦笑死
Jacky avatar
By Jacky
at 2022-03-14T07:59
低調
Odelette avatar
By Odelette
at 2022-03-18T23:06
低調
Linda avatar
By Linda
at 2022-03-22T04:05
報告再好看也敵不過4月財報出來月減的人踩人賣壓,
海運仔有多少是4月跟風的
Caitlin avatar
By Caitlin
at 2022-03-26T05:49
那個 4月不一定會月減R
Liam avatar
By Liam
at 2022-03-27T08:18
4月的營收不會全部都從3月遞延過來 再來運價根本
Emily avatar
By Emily
at 2022-03-30T13:43
沒有差這麼多 海運賺的是黑心加倉費
買倉費*
Iris avatar
By Iris
at 2022-03-31T04:37
一群笨航酸還在四月 腦呢
Tristan Cohan avatar
By Tristan Cohan
at 2022-04-01T08:05
航酸不敢空XD
James avatar
By James
at 2022-04-03T21:20
James avatar
By James
at 2022-04-06T13:22
https://i.imgur.com/rGTgLuc.jpg
Lauren avatar
By Lauren
at 2022-04-06T23:48
航海王那個時候被空手仔酸多慘啊 有人說他為了抬轎
突破前高才故意28po文 有人說他賺的本就是靠割韭菜
賺的 可是今天跌300點 我靠陽明今天損益+20萬 只能
說人會有報應的
Joe avatar
By Joe
at 2022-04-10T20:26
宏遠我大哥
Brianna avatar
By Brianna
at 2022-04-14T19:36
宏遠賜我吃穿 不得無理
Oscar avatar
By Oscar
at 2022-04-19T00:37
宏遠喔...就我大哥啊...
Sandy avatar
By Sandy
at 2022-04-20T05:16
宏遠我大哥
Lydia avatar
By Lydia
at 2022-04-21T09:15
宏遠我大哥
Andrew avatar
By Andrew
at 2022-04-26T05:50
也買張 6015吧
Carol avatar
By Carol
at 2022-04-26T08:43
空手仔真的可悲啦~

友達,群創

Selena avatar
By Selena
at 2021-05-03T17:15
………(髒話消音),今天面板跌停9成是散戶自己搞的。瑞信調降的戲碼1月份就演過一 次為的就是逢低買進,這次搞一樣的劇情再來一次,散戶還是傻傻的信了一次,然後多殺 多。這下好了吧?搞到跌停讓外資笑呵呵再割一波。 外資賣友達5萬張就跌停,上禮拜四9萬張才跌一咪咪欸。群創更扯,5千張跌停。…. 幫雙虎QQ ...

半導體28奈米製程為何再次火熱?台積電與

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at 2021-05-03T17:15
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奇亞幣上架首日大漲 817%,使用硬碟總

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at 2021-05-03T17:12
※ 引述《appleball200 (我帶把的不要再把我了orz)》之銘言: : ※ 引述《CGDGAD ((CGDGAD))》之銘言 : : 其實蒙格沒說錯阿 : : 硬碟CPU廠商耗費大量能源原料造CPU硬碟 : : 只為了挖礦種田去算這些憑空出現的虛擬貨幣 : : 運算過程也是在耗電 : : 虛擬貨幣果 ...

2301 光寶科 多

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at 2021-05-03T17:09
1. 標的: 2301 光寶科 2. 分類:多 3. 分析/正文: A. 基本面 : 第一季EPS1.83,創下Q1歷史新高,且通常此檔Q1為整年營收最and#34;低and#34; 區間,用最低本益比10來計算 1.83*4*10 也有73.2 ...

萬海攻上100元 首檔破百元航運

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at 2021-05-03T17:07
原文標題:萬海攻上100元 首檔破百元航運 原文連結:https://ec.ltn.com.tw/article/breakingnews/3518987 發布時間:2021/05/03 09:38 原文內容: 〔記者王憶紅/台北報導〕受到本週(4月30日)貨櫃航運運價上揚,貨櫃三雄今日全面 走揚, ...