法說後法人估陽明今年EPS自51.71降至0.85 - 股票QA

Thomas avatar
By Thomas
at 2023-03-24T11:38

Table of Contents


原文標題:法說會後法人估陽明今年EPS僅去年1.62% 自51.71元降為0.85元

原文連結:https://finance.ettoday.net/news/2465580

發布時間:2023-3-24

記者署名:張佩芬

原文內容:

陽明海運(2609)前(22)日召開法說會後,有法人昨日做出分析報告,估陽明今年EPS僅去
年1.62%,自51.71元降為0.85元,但因考量運價水準已低,隨時序進入需求旺季,運價反
彈機率高於續跌機率,加上陽明淨值比只有0.65,給予區間操作投資建議,目標價71元。

這家法人分析,目前隨塞港效應解除、市場供需轉趨寬鬆,SCFI指數自2022年以來便呈一
路走跌,目前指數已回跌至疫情前水準,遠洋線運價皆處於損平或虧損狀態,其中又以美
西線虧損壓力最大。

展望後市,05~10/2023為傳統需求旺季,在運價水準已低的情況下,運價反彈機率將大於
續跌機率,惟2023年貨櫃海運市場新增運力壓力較大,中長期現貨運價走勢仍具有壓力。

產業結構方面,2022年市場需求YoY+0.1%,運力供給YoY+4.1%,產業由供不應求轉為供過
於求。2023~2024年市場需求仍處於低位增長,YoY分別為1.4%及2.2%,運力供給分別為
YoY+8.2%及8.9%,產業結構處於明顯的供給過剩狀態。

此外,2021~2022年因運價維持高檔,航商拆船意願不高,隨國際環保法規逐趨嚴格,
2023年市場拆船量有望增加,惟倘若航商營運仍有獲利、且環保規定仍未有嚴格罰則的情
況下,環保法規對於拆船量的影響程度尚不足以扭轉市場供給過剩的結構。

陽明2022年稅後獲利1805.92億元,YoY+9.27%,稅後EPS51.71元。公司目前船隊為94艘,
其中自有船舶為51艘,租入船舶為44艘,總運能為71.5萬箱(20呎櫃)。2023年獲利將大幅
衰退。

此外,因考量高低硫油價差對公司營運仍具有效2023年獲利將大幅衰退。益,2023年將安
排9艘船舶加裝脫硫塔,提升公司船隊脫硫塔比重。展望後市,1Q23為傳統需求淡季,運
價跌勢未止、加上運量減少之下,航商營運壓力將進一步加大,預估陽明單季稅後虧損
1.52億元,稅後EPS-0.04元。2Q23~3Q23進入傳統需求旺季,加上油價有所回落,營運有
望由虧轉盈,惟隨市場新增運力逐漸增長,運價上漲空間恐將受限,導致2023年獲利承壓
預估陽明2023年稅後獲利29.63億元,YoY-98.36%,稅後EPS0.85元


心得/評論:


0.85元還可以有目標價71元啊
這法人是不是來亂的?
但或許覺得陽明沒賠錢就是賺
足以屌打2020年以前?

--
Tags: 股票

All Comments

Edith avatar
By Edith
at 2023-03-21T13:30
0.85….太慘了吧
Hazel avatar
By Hazel
at 2023-03-25T02:01
預估還能賺錢不錯了吧
Edith avatar
By Edith
at 2023-03-21T13:30
有請航運大師~~
Queena avatar
By Queena
at 2023-03-25T02:01
蛤!開玩笑嗎?愚人節還沒到內
Eden avatar
By Eden
at 2023-03-21T13:30
我看水手自救會大概要開十年了
Harry avatar
By Harry
at 2023-03-25T02:01
還預期賺錢喔 PTT法人都預期賠錢了QQ
Rosalind avatar
By Rosalind
at 2023-03-21T13:30
看來通膨壓下來了!這就是指標!
Iris avatar
By Iris
at 2023-03-25T02:01
悲觀的人:才0.85喔 / 樂觀的人:還是正的耶
Charlie avatar
By Charlie
at 2023-03-21T13:30
股價十塊差不多
Hedwig avatar
By Hedwig
at 2023-03-25T02:01
還是正的 水手應該高興
Valerie avatar
By Valerie
at 2023-03-21T13:30
老蘇 真的笑死
John avatar
By John
at 2023-03-25T02:01
營收回疫情前 但股價再也回不去了
Leila avatar
By Leila
at 2023-03-21T13:30
明天一根下去
Freda avatar
By Freda
at 2023-03-25T02:01
還有水手嗎?航酸都懶得酸了
Freda avatar
By Freda
at 2023-03-21T13:30
還是正的會噴出,因為市場本來預期是負的
Doris avatar
By Doris
at 2023-03-25T02:01
71打8折差不多56 除息完36 貼息回30以下 算蠻合理的
Thomas avatar
By Thomas
at 2023-03-21T13:30
騙船票 水手不要怕
Aaliyah avatar
By Aaliyah
at 2023-03-25T02:01
利空出來了 有撐住應該會小進個一張
John avatar
By John
at 2023-03-21T13:30
超級大利空!!!!!!!!!!! 老蘇: 買?
Elizabeth avatar
By Elizabeth
at 2023-03-25T02:01
今天還不會賠趕快買
Todd Johnson avatar
By Todd Johnson
at 2023-03-21T13:30
這輩子還看得到下一個循環嗎
Carolina Franco avatar
By Carolina Franco
at 2023-03-25T02:01
哈哈哈哈哈哈哈哈哈
George avatar
By George
at 2023-03-21T13:30
0.85 有夠慘
Daph Bay avatar
By Daph Bay
at 2023-03-25T02:01
太低了吧
Zanna avatar
By Zanna
at 2023-03-21T13:30
https://i.imgur.com/dttdqXv.jpg
Lucy avatar
By Lucy
at 2023-03-25T02:01
沒有負的不會漲,要等明年了
Joseph avatar
By Joseph
at 2023-03-21T13:30
還是正的 噴爆
Xanthe avatar
By Xanthe
at 2023-03-25T02:01
71的目標價,你是乘10了嗎
Adele avatar
By Adele
at 2023-03-21T13:30
利空出盡就是噴!
Emily avatar
By Emily
at 2023-03-25T02:01
我會笑死
Poppy avatar
By Poppy
at 2023-03-21T13:30
公司帳上現金撐在那裡,再跌也跌不到哪裡去吧
Iris avatar
By Iris
at 2023-03-25T02:01
還想靠配息凹單啊 明年能配多少
Agatha avatar
By Agatha
at 2023-03-21T13:30
只有0.85 這價格知道來亂的
反正不會跌停
Hedwig avatar
By Hedwig
at 2023-03-25T02:01
0.85是三小 笑死
Bethany avatar
By Bethany
at 2023-03-21T13:30
有現金在那邊跌不到哪去 好喔 XD
已經有運價轉虧了 0.85蠻合理的ㄅ
Ula avatar
By Ula
at 2023-03-25T02:01
0.85 也下修太多
Agatha avatar
By Agatha
at 2023-03-21T13:30
豪慘...
Aaliyah avatar
By Aaliyah
at 2023-03-25T02:01
轉大人不要怕
Puput avatar
By Puput
at 2023-03-21T13:30
類似-99%的概念 完了
Noah avatar
By Noah
at 2023-03-25T02:01
扣二代健保再貼息 剝兩層皮
Daniel avatar
By Daniel
at 2023-03-21T13:30
沒差,我留給孫子,有股息領就好
Xanthe avatar
By Xanthe
at 2023-03-25T02:01
買在虧錢今年沒虧知道怎麼做了吧
Damian avatar
By Damian
at 2023-03-21T13:30
來找看看陽明有沒有比較長天期的認售好了
Hedwig avatar
By Hedwig
at 2023-03-25T02:01
20元見
Jack avatar
By Jack
at 2023-03-21T13:30
咕嚕咕嚕
Genevieve avatar
By Genevieve
at 2023-03-25T02:01
二十年都貼不了息 可憐啊
Christine avatar
By Christine
at 2023-03-21T13:30
運價照前面經驗 彈一點就繼續崩 除非彈上去可以穩
住 不然有什麼用
Joe avatar
By Joe
at 2023-03-25T02:01
政府當老闆的公司 呵呵
Elma avatar
By Elma
at 2023-03-21T13:30
10元收
Noah avatar
By Noah
at 2023-03-25T02:01
XD!估價專家....
Oscar avatar
By Oscar
at 2023-03-21T13:30
笑死
Quanna avatar
By Quanna
at 2023-03-25T02:01
30年河東,30年河西
Anonymous avatar
By Anonymous
at 2023-03-21T13:30
有那麼慘!
Belly avatar
By Belly
at 2023-03-25T02:01
買股票退現金喔喔,那我買股票幹嘛?...
Yedda avatar
By Yedda
at 2023-03-21T13:30
講得這麼慘結果目標價71???
Ethan avatar
By Ethan
at 2023-03-25T02:01
笑死
Elizabeth avatar
By Elizabeth
at 2023-03-21T13:30
6塊收
Gary avatar
By Gary
at 2023-03-25T02:01
陽明都承認賠錢送貨了
Enid avatar
By Enid
at 2023-03-21T13:30
可悲喔 套一輩子
Tristan Cohan avatar
By Tristan Cohan
at 2023-03-25T02:01
0.85??這合理股價不到10元吧XD
Kumar avatar
By Kumar
at 2023-03-21T13:30
笑鼠
Candice avatar
By Candice
at 2023-03-25T02:01
本益比80-90也太多
Elvira avatar
By Elvira
at 2023-03-21T13:30
還有接近1500億現金,每年不太賺配個3~5塊能撐很久
Vanessa avatar
By Vanessa
at 2023-03-25T02:01
為啥eps不到1元的慘業目標價有71
Mia avatar
By Mia
at 2023-03-21T13:30
以前本來就只值10元 通貨膨漲給你20不能再多了
Sandy avatar
By Sandy
at 2023-03-25T02:01
航運這種你用本益比去看賠死你
Quanna avatar
By Quanna
at 2023-03-21T13:30
賠這麼多運費怎麼沒降
Damian avatar
By Damian
at 2023-03-25T02:01
不太賺錢是不會配三五塊給你的
Caroline avatar
By Caroline
at 2023-03-21T13:30
都跟你說賠錢也得運了,只是沒想到這麼慘
Jack avatar
By Jack
at 2023-03-25T02:01
沒賺錢還配 有這麼佛心的嗎
Emily avatar
By Emily
at 2023-03-21T13:30
會很意外嗎?疫情前航運比這預估數字還爛
Elma avatar
By Elma
at 2023-03-25T02:01
本益比83.5倍比電子還猛
Tristan Cohan avatar
By Tristan Cohan
at 2023-03-21T13:30
EPS怎麼算
Zanna avatar
By Zanna
at 2023-03-25T02:01
快溺死了
Oscar avatar
By Oscar
at 2023-03-21T13:30
夭壽喔…
Regina avatar
By Regina
at 2023-03-25T02:01
太殘忍了
Harry avatar
By Harry
at 2023-03-21T13:30
紅茶店:….
Dinah avatar
By Dinah
at 2023-03-25T02:01
利空不跌 我覺得底部應該到了
Jessica avatar
By Jessica
at 2023-03-21T13:30
0.85??
Puput avatar
By Puput
at 2023-03-25T02:01
eps估不到1 目標價給71 fu糗產業?
Bethany avatar
By Bethany
at 2023-03-21T13:30
老蘇會員還在船上嗎?
Agnes avatar
By Agnes
at 2023-03-25T02:01
本益比,有fu糗
Puput avatar
By Puput
at 2023-03-21T13:30
好啦本夢比給你50倍好不好 40都嫌太貴
Carolina Franco avatar
By Carolina Franco
at 2023-03-25T02:01
咕嚕咕嚕
Madame avatar
By Madame
at 2023-03-21T13:30
0.85應該是預估後面幾季開始賠錢
Ina avatar
By Ina
at 2023-03-25T02:01
打回原形
Quintina avatar
By Quintina
at 2023-03-21T13:30
好慘???丸子???
Oscar avatar
By Oscar
at 2023-03-25T02:01
不錯了好嗎?看看去年Q4就賠錢的那一位
Annie avatar
By Annie
at 2023-03-21T13:30
0.85 給10倍本益比就只有8.5
難怪以前航運好長一段時間就10元上下
Belly avatar
By Belly
at 2023-03-25T02:01
不小心說出實話 真佛
Rae avatar
By Rae
at 2023-03-21T13:30
低EPS 籌碼又亂 這有得抱了 賣給老黃看能不能幫你吧
Jessica avatar
By Jessica
at 2023-03-25T02:01
現在就看阿榮什麼時候開始賠錢了
Belly avatar
By Belly
at 2023-03-21T13:30
咕嚕咕嚕
Caroline avatar
By Caroline
at 2023-03-25T02:01
老蘇說要轉大人啦 勿嘴
Suhail Hany avatar
By Suhail Hany
at 2023-03-21T13:30
好險上週停損 ..
Doris avatar
By Doris
at 2023-03-25T02:01
超級大利空...
Daniel avatar
By Daniel
at 2023-03-21T13:30
這三小XD
Victoria avatar
By Victoria
at 2023-03-25T02:01
4953又在軟? 今天換人套 ?
推錯
Tom avatar
By Tom
at 2023-03-21T13:30
我到底看了什麼
Genevieve avatar
By Genevieve
at 2023-03-25T02:01
我還以為現在買的人都不看運價,是看到什麼進場買?
又賣?
Oliver avatar
By Oliver
at 2023-03-21T13:30
以前賺0.85元股價有71元嗎?
Kumar avatar
By Kumar
at 2023-03-25T02:01
航海王
Callum avatar
By Callum
at 2023-03-21T13:30
咕嚕咕嚕
Rebecca avatar
By Rebecca
at 2023-03-25T02:01
竟然還有賺
David avatar
By David
at 2023-03-21T13:30
回到5塊要撿來等下個大航海時代了
Jacky avatar
By Jacky
at 2023-03-25T02:01
好好笑
還以為看錯標題
Edward Lewis avatar
By Edward Lewis
at 2023-03-21T13:30
把上次的糕點拿來當新聞,都臭酸了
Zenobia avatar
By Zenobia
at 2023-03-25T02:01
還有賺耶
Connor avatar
By Connor
at 2023-03-21T13:30
目前手還握有船票的人應該屬於腳麻或腳已被砍走不
Quintina avatar
By Quintina
at 2023-03-25T02:01
咕嚕咕嚕
Tom avatar
By Tom
at 2023-03-21T13:30
別再看航運了 其他一堆賺錢機會
Quanna avatar
By Quanna
at 2023-03-25T02:01
急,股價何時回200?
Frederica avatar
By Frederica
at 2023-03-21T13:30
航運這檔看業內板友還比較準,法人之前估的就很不準
George avatar
By George
at 2023-03-25T02:01
這算法是利息收入贏過本業了吧
Zora avatar
By Zora
at 2023-03-21T13:30
景氣循環股賺一波後就該跑了
Audriana avatar
By Audriana
at 2023-03-25T02:01
沒虧錢,噴!!
Edith avatar
By Edith
at 2023-03-21T13:30
算EPS,的果然都會爆死
Genevieve avatar
By Genevieve
at 2023-03-25T02:01
真的要十元收了
Oliver avatar
By Oliver
at 2023-03-21T13:30
還好錢留給員工、大樓,謝謝股東兼水手
Queena avatar
By Queena
at 2023-03-25T02:01
航運要問zzell 他專業的
Megan avatar
By Megan
at 2023-03-21T13:30
已反應
Xanthe avatar
By Xanthe
at 2023-03-25T02:01
不知道是緩跌還是急跌 2020年拉抬的股票花了3年才
跌回去
Puput avatar
By Puput
at 2023-03-21T13:30
看看今天下午指數開獎
Blanche avatar
By Blanche
at 2023-03-25T02:01
難怪現在要開始洗美國病毒,是想複製過去三年吧
Daph Bay avatar
By Daph Bay
at 2023-03-21T13:30
航運我只認東哥
Daniel avatar
By Daniel
at 2023-03-25T02:01
老蘇:怪怪的 利空不跌!!
Harry avatar
By Harry
at 2023-03-21T13:30
昨天WCI開獎-2%了 今天SCFI不會好看
Regina avatar
By Regina
at 2023-03-25T02:01
目標價8.5
Ina avatar
By Ina
at 2023-03-21T13:30
疫情紅利結束了
Elma avatar
By Elma
at 2023-03-25T02:01
0.85怎麼可能....
Joseph avatar
By Joseph
at 2023-03-21T13:30
萬海今年可能就是負eps
Lucy avatar
By Lucy
at 2023-03-25T02:01
老蘇笑死 每天臭創意每天創新高
Zanna avatar
By Zanna
at 2023-03-21T13:30
陽明未來也是FU糗股 會有百倍本益比!
Xanthe avatar
By Xanthe
at 2023-03-25T02:01
利空出盡~ 口賁
Hedwig avatar
By Hedwig
at 2023-03-21T13:30
航運就是不可能填息的股票,腦袋撞到才會去買
Michael avatar
By Michael
at 2023-03-25T02:01
Christine avatar
By Christine
at 2023-03-21T13:30
要不要收一收 專心做副業就好 船跟貨櫃都賣掉
Elvira avatar
By Elvira
at 2023-03-25T02:01
這樣你才會賣啊
Olive avatar
By Olive
at 2023-03-21T13:30
航運分析真的要看股板才準 3年前準到現在了
Eartha avatar
By Eartha
at 2023-03-25T02:01
咕嚕咕嚕
Steve avatar
By Steve
at 2023-03-21T13:30
是時候回15元了
Caroline avatar
By Caroline
at 2023-03-25T02:01
Anthony avatar
By Anthony
at 2023-03-21T13:30
丸子 水手哭喊抓不到交替
Steve avatar
By Steve
at 2023-03-25T02:01
要沉到海底了嗎ww
Oliver avatar
By Oliver
at 2023-03-21T13:30
滅團..
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2023-03-25T02:01
4.5的陽明要回來了
Rae avatar
By Rae
at 2023-03-21T13:30
救救老蘇
Hedwig avatar
By Hedwig
at 2023-03-25T02:01
現金利息再灌進來啊
Leila avatar
By Leila
at 2023-03-21T13:30
???
Emma avatar
By Emma
at 2023-03-25T02:01
最大利空來了
Andy avatar
By Andy
at 2023-03-21T13:30
說個笑話 看殖利率買航運
Anonymous avatar
By Anonymous
at 2023-03-25T02:01
越爛越噴
Tom avatar
By Tom
at 2023-03-21T13:30
已反應
Carol avatar
By Carol
at 2023-03-25T02:01
本板航運估值大師哭暈在廁所
Jake avatar
By Jake
at 2023-03-21T13:30
紅茶:?
Anthony avatar
By Anthony
at 2023-03-25T02:01
航海王都不玩了 一堆人還唸唸不忘
Puput avatar
By Puput
at 2023-03-21T13:30
https://i.imgur.com/uJJPhio.jpg
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2023-03-25T02:01
水鬼每天把航海王分析文當心經唸
Ingrid avatar
By Ingrid
at 2023-03-21T13:30
這eps股價估71...
Kyle avatar
By Kyle
at 2023-03-25T02:01
至少正的
Brianna avatar
By Brianna
at 2023-03-21T13:30
10塊收
Zenobia avatar
By Zenobia
at 2023-03-25T02:01
可是散戶還是繼續當利空不跌低接真猛
Yuri avatar
By Yuri
at 2023-03-21T13:30
跌到4.5,買200的攤平很有感,謝謝公司也照顧股東
Hardy avatar
By Hardy
at 2023-03-25T02:01
一堆空手在喊燒 看來前低跌不破了
Isabella avatar
By Isabella
at 2023-03-21T13:30
貨櫃棲姬:滿載水手怨念形成的艦娘
Daph Bay avatar
By Daph Bay
at 2023-03-25T02:01
發恐慌消息吃貨啦
Steve avatar
By Steve
at 2023-03-21T13:30
這麼精彩
Dinah avatar
By Dinah
at 2023-03-25T02:01
今年沒賠錢真的就偷笑了 貨量真的很糟 大哥跟二哥
又準備打價格戰 前景真的糟
Liam avatar
By Liam
at 2023-03-21T13:30
0.85 是要逼死這些套在百元以上的股東嗎 嘻嘻
Kelly avatar
By Kelly
at 2023-03-25T02:01
一年賺夠60年
Dinah avatar
By Dinah
at 2023-03-21T13:30
回去10塊錢
William avatar
By William
at 2023-03-25T02:01
哇勒 真的假的
Irma avatar
By Irma
at 2023-03-21T13:30
gg
Valerie avatar
By Valerie
at 2023-03-25T02:01
目標價 1.05
Gilbert avatar
By Gilbert
at 2023-03-21T13:30
乾 上次新聞跟風3張(哭暈
Margaret avatar
By Margaret
at 2023-03-25T02:01
股價回疫情之前也不會意外
Sierra Rose avatar
By Sierra Rose
at 2023-03-21T13:30
就回到三年前的水準而已 繼續低落10年
Victoria avatar
By Victoria
at 2023-03-25T02:01
今天還有臉平盤
Steve avatar
By Steve
at 2023-03-21T13:30
爛到噴
Regina avatar
By Regina
at 2023-03-25T02:01
股價 85% off
Odelette avatar
By Odelette
at 2023-03-21T13:30
.........
Donna avatar
By Donna
at 2023-03-25T02:01
衰退太多了吧 根本就是賭博
Daph Bay avatar
By Daph Bay
at 2023-03-21T13:30
現金減資 一張換一股 正解
Gilbert avatar
By Gilbert
at 2023-03-25T02:01
景氣循環股真的猛
Hedda avatar
By Hedda
at 2023-03-21T13:30
這才是現實 雖然早就知道了
Mia avatar
By Mia
at 2023-03-25T02:01
可憐的水手,認賠殺出吧
George avatar
By George
at 2023-03-21T13:30
只賺0.85目標價還有71就知道多猛了......
Candice avatar
By Candice
at 2023-03-25T02:01
算利空出盡了。
Andrew avatar
By Andrew
at 2023-03-21T13:30
老蘇你為什麼要買呢
Olivia avatar
By Olivia
at 2023-03-25T02:01
水手還在算現金 哭暈在船上被我 等傳票嗎
Victoria avatar
By Victoria
at 2023-03-21T13:30
咕嚕咕嚕
Lily avatar
By Lily
at 2023-03-25T02:01
咕嚕咕嚕
Carolina Franco avatar
By Carolina Franco
at 2023-03-21T13:30
嘉偉老師99大部隊水手
Frederic avatar
By Frederic
at 2023-03-25T02:01
本該如此 難道塞港會持續100年是嗎???
Liam avatar
By Liam
at 2023-03-21T13:30
這篇應該是假的 沒這麼慘吧?
Edward Lewis avatar
By Edward Lewis
at 2023-03-25T02:01
1元收
Wallis avatar
By Wallis
at 2023-03-21T13:30
老蘇...
Thomas avatar
By Thomas
at 2023-03-25T02:01
阿明今天已經看到63 離5字頭越來越近了
Odelette avatar
By Odelette
at 2023-03-21T13:30
老蘇的操盤水平真的不行 慘啊
Emma avatar
By Emma
at 2023-03-25T02:01
放個40年總會再等到一次疫情不怕
Carol avatar
By Carol
at 2023-03-21T13:30
除完息應該就差不多了...
Mason avatar
By Mason
at 2023-03-25T02:01
是金子一定會發光的!貪利賠本!
Dinah avatar
By Dinah
at 2023-03-21T13:30
0.85就是1元收 在那亂估71元
Kristin avatar
By Kristin
at 2023-03-25T02:01
說真的,這種利空還不跌,反而會想買來持有
Harry avatar
By Harry
at 2023-03-21T13:30
什麼利空出盡 都還沒賠錢
Bennie avatar
By Bennie
at 2023-03-25T02:01
https://i.imgur.com/0fWWDrc.png
Yedda avatar
By Yedda
at 2023-03-21T13:30
航運做波段 還是能賺點便當錢
Andrew avatar
By Andrew
at 2023-03-25T02:01
笑死
Kama avatar
By Kama
at 2023-03-21T13:30
0.85….
Hedda avatar
By Hedda
at 2023-03-25T02:01
6倍本益比6塊溢價收
Elvira avatar
By Elvira
at 2023-03-21T13:30
不要亂估好嗎
Catherine avatar
By Catherine
at 2023-03-25T02:01
等下次殭屍病毒爆發就會解套了
Noah avatar
By Noah
at 2023-03-21T13:30
這沒有亂估 查運價指數就知道航運今年開始賺不到什
麼錢了
Caitlin avatar
By Caitlin
at 2023-03-25T02:01
很多家研究機構都有 根本沒有亂估
Adele avatar
By Adele
at 2023-03-21T13:30
了解,收到,如何操作已有18套劇本
Lauren avatar
By Lauren
at 2023-03-25T02:01
這樣看下來,我只看到航海王真的猛
Sandy avatar
By Sandy
at 2023-03-21T13:30
是不是想騙船票
Ina avatar
By Ina
at 2023-03-25T02:01
這難不倒多空雙向的鄉民高手
Annie avatar
By Annie
at 2023-03-21T13:30
說亂估的是說股價亂估 不是eps亂估吧
Robert avatar
By Robert
at 2023-03-25T02:01
5元收
Yuri avatar
By Yuri
at 2023-03-21T13:30
航海王真的猛啊 帶大家做最好賺的一段 還通知你下
Leila avatar
By Leila
at 2023-03-25T02:01
70公分變成奈米屌
50公分
Christine avatar
By Christine
at 2023-03-21T13:30
股板鄉民卧虎藏龍,成立25年什麼股票沒看過。
變壁紙都有人熬的過來了。
Emily avatar
By Emily
at 2023-03-25T02:01
好像不該給股東太多錢
Daniel avatar
By Daniel
at 2023-03-21T13:30
水手幫算一下海運合理價位
Quintina avatar
By Quintina
at 2023-03-25T02:01
航運之亂之前估值很常靠淨值來撐,他這目標價也沒太
過份
Hamiltion avatar
By Hamiltion
at 2023-03-21T13:30
XD
Bethany avatar
By Bethany
at 2023-03-25T02:01
陽明2019那時候有4塊錢過啊
Tristan Cohan avatar
By Tristan Cohan
at 2023-03-21T13:30
沒負的我認為就不錯甚至高估了呢
Aaliyah avatar
By Aaliyah
at 2023-03-25T02:01
不會看明年?明年不行還有後年R
Barb Cronin avatar
By Barb Cronin
at 2023-03-21T13:30
確定嗎 可能會虧耶
Audriana avatar
By Audriana
at 2023-03-25T02:01
3202了 還有人在玩航運==
Eden avatar
By Eden
at 2023-03-21T13:30
水手不死心@@
Candice avatar
By Candice
at 2023-03-25T02:01
58出貨台3/20估長榮股價操作區間 186 ~ 233 FYI
Quanna avatar
By Quanna
at 2023-03-21T13:30
大家請尊重一下
Agnes avatar
By Agnes
at 2023-03-25T02:01
船沉了...
Ophelia avatar
By Ophelia
at 2023-03-21T13:30
配不出來了
Lily avatar
By Lily
at 2023-03-25T02:01
航運業就是賠錢而已 賺那麼多只是要拿來後面慢慢賠
而已
Zenobia avatar
By Zenobia
at 2023-03-21T13:30
再等10年
Skylar Davis avatar
By Skylar Davis
at 2023-03-25T02:01
買下次大疫情的未來
Connor avatar
By Connor
at 2023-03-21T13:30
航運最後浮木就是公布除息日後看有沒有韭菜進場了
Liam avatar
By Liam
at 2023-03-25T02:01
好猛歐不會跌欸
Sandy avatar
By Sandy
at 2023-03-21T13:30
丸子!!!
Olga avatar
By Olga
at 2023-03-25T02:01
ㄎㄚˋ唬爛
Tom avatar
By Tom
at 2023-03-21T13:30
下一波疫情 重回榮耀
Jessica avatar
By Jessica
at 2023-03-25T02:01
你們恐懼我貪婪
Caroline avatar
By Caroline
at 2023-03-21T13:30
大家都這麼恨航運嗎?好奇??
Thomas avatar
By Thomas
at 2023-03-25T02:01
https://i.imgur.com/KydlUtN.gif
Blanche avatar
By Blanche
at 2023-03-21T13:30
最後逃命波
Belly avatar
By Belly
at 2023-03-25T02:01
爛到不能再爛了~ 無敵大利多?
Charlotte avatar
By Charlotte
at 2023-03-21T13:30
還好吧 恨高端的更多啊
Linda avatar
By Linda
at 2023-03-25T02:01
看空的就空爛他 看多的就買爛他 ok
Tristan Cohan avatar
By Tristan Cohan
at 2023-03-21T13:30
高手的理性分析在水手眼中就是恨航運航酸 習慣就好
Connor avatar
By Connor
at 2023-03-25T02:01
我是相信頭部航運公司今年發的指引 去年的20-30趴
就看到時候是誰蝦掰了
Ophelia avatar
By Ophelia
at 2023-03-21T13:30
這麼大的利空還不跌
Iris avatar
By Iris
at 2023-03-25T02:01
挖靠....
Leila avatar
By Leila
at 2023-03-21T13:30
剩10元 要空長榮嗎
Wallis avatar
By Wallis
at 2023-03-25T02:01
航運看壞也不一定要空他啊!資金買科技股就好 噴成
這樣 空一個緩跌的怎賺錢哈哈哈
Edwina avatar
By Edwina
at 2023-03-21T13:30
YoY-98.36%
Elma avatar
By Elma
at 2023-03-25T02:01
XD
Ida avatar
By Ida
at 2023-03-21T13:30
這麼爛 要上看200了
Ina avatar
By Ina
at 2023-03-25T02:01
今年剛入職的菜鳥,要開始離職潮了嗎?
Audriana avatar
By Audriana
at 2023-03-21T13:30
咕嚕咕嚕
Belly avatar
By Belly
at 2023-03-25T02:01
也是 我大台汽電天下五D
Elvira avatar
By Elvira
at 2023-03-21T13:30
紅茶店:幹這咖還在那說發幾塊股價多少
Poppy avatar
By Poppy
at 2023-03-25T02:01
利空見報還沒暴跌,看來是已反應
Irma avatar
By Irma
at 2023-03-21T13:30
10年後在航海一次
Ula avatar
By Ula
at 2023-03-25T02:01
現在先來做電子股,把資金有效利用
Faithe avatar
By Faithe
at 2023-03-21T13:30
去了
Noah avatar
By Noah
at 2023-03-25T02:01
訊號來了
Poppy avatar
By Poppy
at 2023-03-21T13:30
本益比80倍 元宇宙飛船
Blanche avatar
By Blanche
at 2023-03-25T02:01
這波航運之亂各大企業都被搞怕了 庫存方面都會徹底
改善 沒有下一波了啦 航商還以為有下一次喔 當商人
都笨蛋嗎 被你航商掐住喉嚨
Faithe avatar
By Faithe
at 2023-03-21T13:30
年增-99% 太有fu糗了
Genevieve avatar
By Genevieve
at 2023-03-25T02:01
上了神鬼奇航的幽冥飛船了
Kumar avatar
By Kumar
at 2023-03-21T13:30
大家10-15年後見了
Tracy avatar
By Tracy
at 2023-03-25T02:01
明年會-10嗎?後年-20?
Ursula avatar
By Ursula
at 2023-03-21T13:30
ojh 你不作空賺大錢嗎?照你說的眼光這麼精準 錢賺
Rae avatar
By Rae
at 2023-03-25T02:01
到滿出來了才是吧?
Heather avatar
By Heather
at 2023-03-21T13:30
航運從高點下來 你賺了多少呢? 是什麼勇氣讓你話
說的這麼滿?
Rachel avatar
By Rachel
at 2023-03-25T02:01
要跌爛了,恢復以往榮景了!
Zenobia avatar
By Zenobia
at 2023-03-21T13:30
不意外 回到疫情前
Dinah avatar
By Dinah
at 2023-03-25T02:01
好扯 一年賺100年的錢
Kelly avatar
By Kelly
at 2023-03-21T13:30
Po張空單讓我們這些目光淺短的水手水鬼羨慕啊
Donna avatar
By Donna
at 2023-03-25T02:01
不要每次航運新聞就看你在那噴垃圾話 你有作空賺錢
Kumar avatar
By Kumar
at 2023-03-21T13:30
水手氣到要別人放空…不忍..XD一起來做多噴噴的電子
Quintina avatar
By Quintina
at 2023-03-25T02:01
0.85結果股價給71 不要騙人不會算股價
Rosalind avatar
By Rosalind
at 2023-03-21T13:30
矛盾的報告
Steve avatar
By Steve
at 2023-03-25T02:01
養船不用成本的喔
Thomas avatar
By Thomas
at 2023-03-21T13:30
哇靠
Franklin avatar
By Franklin
at 2023-03-25T02:01
廢到笑
Jessica avatar
By Jessica
at 2023-03-21T13:30
釣到水手嚕
Xanthe avatar
By Xanthe
at 2023-03-25T02:01
大賺股價也笑死 大賠股價也要笑死@@?都要死就對了
Freda avatar
By Freda
at 2023-03-21T13:30
回歸正常
Suhail Hany avatar
By Suhail Hany
at 2023-03-25T02:01
水手很生氣 陽明200套蛙 震怒!!!!!!
Iris avatar
By Iris
at 2023-03-21T13:30
誘空?
Gary avatar
By Gary
at 2023-03-25T02:01
咕嚕咕嚕
Victoria avatar
By Victoria
at 2023-03-21T13:30
老輸救命………..
Genevieve avatar
By Genevieve
at 2023-03-25T02:01
我好抖
Dora avatar
By Dora
at 2023-03-21T13:30
YU多單都空氣單了 你還要她拿出空單來有點難喔
Bennie avatar
By Bennie
at 2023-03-25T02:01
陽明股價10-15元的時候EPS是<0的
Carolina Franco avatar
By Carolina Franco
at 2023-03-21T13:30
還有零頭,呵呵
Barb Cronin avatar
By Barb Cronin
at 2023-03-25T02:01
過去十年陽明沒有賺過錢,所以沒有參考資料
但長榮在EPS=1時,股價約20
Faithe avatar
By Faithe
at 2023-03-21T13:30
現在放空陽明是不是正是時候,可以財富自由吧
Hedda avatar
By Hedda
at 2023-03-25T02:01
員工這二年就賺飽了
Faithe avatar
By Faithe
at 2023-03-21T13:30
沒人會蠢到 除息前 去放空任何股票
Daph Bay avatar
By Daph Bay
at 2023-03-25T02:01
航酸兩大護法 Ojh & YU 是不是都嘴砲空氣單咧
Joseph avatar
By Joseph
at 2023-03-21T13:30
所以除權息前股價保底就40以上
Mia avatar
By Mia
at 2023-03-25T02:01
目前就是低股淨比,跟未分配盈餘,股價很難跌到哪去
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2023-03-21T13:30
空爆陽明 0.85什麼爛股
Oliver avatar
By Oliver
at 2023-03-25T02:01
沒事 減資99% EPS就有8了
Jacky avatar
By Jacky
at 2023-03-21T13:30
Todd Johnson avatar
By Todd Johnson
at 2023-03-25T02:01
這麼大的利空結果沒跌
Tristan Cohan avatar
By Tristan Cohan
at 2023-03-21T13:30
不過這邊只有估本業賺多少,陽明如果有利用手上現金
那定存跟投資的收入就不只1了
Agatha avatar
By Agatha
at 2023-03-25T02:01
不就回復成疫情前
Bethany avatar
By Bethany
at 2023-03-21T13:30
不就大家都知道的事
Elma avatar
By Elma
at 2023-03-25T02:01
數學不太好的法人。當看報的都白癡
Tristan Cohan avatar
By Tristan Cohan
at 2023-03-21T13:30
Frederic avatar
By Frederic
at 2023-03-25T02:01
迴光返照吧,騙上車再一波到底
John avatar
By John
at 2023-03-21T13:30
船真重
Liam avatar
By Liam
at 2023-03-25T02:01
希望看到10塊 想看有人傳家寶航運一輩子
Barb Cronin avatar
By Barb Cronin
at 2023-03-21T13:30
怎麼可能有賺錢我不信
Aaliyah avatar
By Aaliyah
at 2023-03-25T02:01
別急 下半年就下修成-85了
Edith avatar
By Edith
at 2023-03-21T13:30
eps 0.85 傳產本益比15倍 合理價多少?
Damian avatar
By Damian
at 2023-03-25T02:01
水鬼真的很丟臉
Kristin avatar
By Kristin
at 2023-03-21T13:30
哈哈哈哈
Doris avatar
By Doris
at 2023-03-25T02:01
已反映 準備谷底翻身
Kristin avatar
By Kristin
at 2023-03-21T13:30
說好的殖利率多呢
Jack avatar
By Jack
at 2023-03-25T02:01
丸子!
Skylar Davis avatar
By Skylar Davis
at 2023-03-21T13:30
Xanthe avatar
By Xanthe
at 2023-03-25T02:01
https://i.imgur.com/ffJIoUY.jpg
Rebecca avatar
By Rebecca
at 2023-03-21T13:30
空下去財富自由
Hedda avatar
By Hedda
at 2023-03-25T02:01
還是正的 續噴
Joseph avatar
By Joseph
at 2023-03-21T13:30
快把海運踢出,台灣50成分股吧
Adele avatar
By Adele
at 2023-03-25T02:01
今年配息20,配完直接下去?
Dorothy avatar
By Dorothy
at 2023-03-21T13:30
有喔
Emma avatar
By Emma
at 2023-03-25T02:01
也差得太離譜了吧!
Caitlin avatar
By Caitlin
at 2023-03-21T13:30
太樂觀了吧
Robert avatar
By Robert
at 2023-03-25T02:01
.......
Queena avatar
By Queena
at 2023-03-21T13:30
沒負的已經算不錯了
Tracy avatar
By Tracy
at 2023-03-25T02:01
0.85能估71元?這種奇怪的結論,說後面沒人在那邊搞
股價,我是不信啦
Sandy avatar
By Sandy
at 2023-03-21T13:30
這個月估低一点,等五六月,再發報告,調升目標價
。没問題喔!
Sarah avatar
By Sarah
at 2023-03-25T02:01
反著看,準備配出
噴出*
Mia avatar
By Mia
at 2023-03-21T13:30
套太多才會幻想..噴出 看看電子股這才叫噴
Hedwig avatar
By Hedwig
at 2023-03-25T02:01
笑死 沒多看好 但別亂嘴吧
Una avatar
By Una
at 2023-03-21T13:30
哪家法人 這報告這樣亂出可以嗎
Christine avatar
By Christine
at 2023-03-25T02:01
套著配也舒服?XD
Charlie avatar
By Charlie
at 2023-03-21T13:30
百年一次的行情
John avatar
By John
at 2023-03-25T02:01
下去

欣興爆量急漲創3個月來新高價 今爲融券

Ophelia avatar
By Ophelia
at 2023-03-24T10:53
原文標題: 〈焦點股〉欣興爆量急漲創3個月來新高價 今爲融券最後回補日 原文連結: https://reurl.cc/3OKA7R 發布時間: 2023/03/24 10:15 記者署名: 鉅亨網記者張欽發 原文內容: 欣興 (3037-TW) 今 (24) 日早盤以逾 3 萬張成交大量站上 150 ...

這年代不碰股票是否無法過活?

Ina avatar
By Ina
at 2023-03-24T10:53
很嚮往像5,60年代-90年代的長輩一樣,只要乖乖找個工作認真腳踏實地,即便沒有去搞懂 複雜的金融制度,弄懂日趨複雜的金融產品(股票、ETF、基金、債券、保單),還是可以 安身立命,除了奉養雙親,也能養育妻小 金融產品日趨複雜: 除了上面提到的 還有基金型債券、債券型基金、股票型ETF、ETF型債券、投資型 ...

漢唐去年擬配息15元 殖利率約6.3%

Charlotte avatar
By Charlotte
at 2023-03-24T10:13
原文標題: 漢唐去年擬配息15元 殖利率約6.3% ※請勿刪減原文標題 原文連結: https://ec.ltn.com.tw/amp/article/breakingnews/4249605 ※網址超過一行過長請用縮網址工具 發布時間: 2023/03/24 08:36 ※請以原文網頁/報紙之發布時間為 ...

【立委談GDP】無法樂觀!費鴻泰:別為非

Mary avatar
By Mary
at 2023-03-24T10:02
原文標題: 【立委談GDP】無法樂觀!費鴻泰:別為非核家園搞糟CPI 籲檢討能源政策 ※請勿刪減原文標題 原文連結:http://bit.ly/3K4ebBy ※網址超過一行過長請用縮網址工具 發布時間:2023年3月24日 週五 上午9:06 ※請以原文網頁/報紙之發布時間為準 記者署名:李瑞 ...

5321美而快 多

Rosalind avatar
By Rosalind
at 2023-03-24T08:57
1. 標的:5321美而快 2. 分類:多 3. 分析/正文: 電商集團美而快(5321)公告去年每股盈餘(EPS)4.6元,創歷史新高 美而快公布配發2.3元股票+0.7元現金股利 觀察近期配發股票比較多的兩檔個股,後續都有噴出走勢 一檔是2755秦揚2/23公布配發3.7元股票+1.6元現金股利後, ...