新天價出爐!投顧調高長榮目標價達167元 - 股票

By Olivia
at 2021-05-10T10:11
at 2021-05-10T10:11
Table of Contents
原文標題:
新天價出爐!投顧調高長榮目標價達167元
原文連結:
https://ec.ltn.com.tw/article/breakingnews/3526508
發布時間:
2021/05/10 09:26
原文內容:
〔記者王憶紅/台北報導〕長榮海運在第1季獲利出爐後,在高於市場預期35%下,國內投
顧將長榮目標價再調高到167元。
長榮公告第1季營收899億元,稅後盈餘360.83億元,創歷史單季新高,毛利率高達51%
,每股獲利7.04元,創歷史新高。
國內法人指出,第1季單季稅後6.82元(稀釋),比市場預期高35%,單季營利率48.9%
,遠高於去年第4季的27.6%,創歷史新高,成為稅後獲利暴衝的主因;第1季單季稅後
6.82元(稀釋),高出35%。
投顧法人表示,受惠「現貨運價走揚 ,美國線長約換約,從06月貢獻營收」,估6月營
收及第3季旺季獲利將明顯跳升。
另外,投顧認為,BIMCO(波羅的海國際航運公會)預計2021年將交付新船79萬TEU,相
較2020年,下降7.9%,是2004年以來,貨櫃船舶交付的最低水平 ; 估2022年,新船下水
量還會較2021年減少 ; 未來2年,全球缺船。但依05月08日Alphaliner統計,長榮待交
新船68.9萬TEU,佔長榮目前船隊運力的51.2%。
投顧預期,2021年及2022年貨櫃航運供不應求,估計長榮稀釋每股稅後29.71元及33.73
元;若2023年全球降速減排,更將帶來超級多頭。
投顧針對長榮2021年底每股淨值預估值49.11元,給予3.4倍P / B,計算目標價167元,
維持「買進」建議。
心得/評論: ※必需填寫滿20字
目標價越喊越誇張了 看來遲早會喊破200
所以說那個魚尾到底要到了沒???
--
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