看好長榮Q3獲利攀峰,本土法人調高目標묷 - 股票

By Quintina
at 2021-05-18T12:32
at 2021-05-18T12:32
Table of Contents
原文標題:
看好長榮Q3獲利攀峰,本土法人調高目標價至97元,重申「買進」
原文連結:
https://reurl.cc/xgdW5Z
發布時間:
2021年5月18日 10:18
原文內容:
【財訊快報/記者劉居全報導】本土法人在最新出爐的報告中表示,長榮(2603)第一季稅後獲利361億元,優於預期,加上過年後貨量回升及長賜輪事件導致塞港更為嚴重,運價自農曆年後3月底低點已上漲30%,優於先期預期的維持高檔。加上第二季供給吃緊下,運量增加有限,預期第三季運價維持高檔,加上旺季貨量需求更強勁,第三季獲利將攀峰,本土法人預估今年長榮每股盈餘將達27元,同時調高目標價本淨比至2倍,將目標價由原先的56元一口氣調高至97元。
本土法人調高長榮2021及2022年每股盈餘預估值,幅度分別為46%及13%達27.1元及18.7元,本土法人指出,今年翻倍的合約價於5月開始貢獻,每月貢獻營收約12億元,預估第二季及第三季營業利益季增20%及6%,每股盈餘約6.88元及7.31元。
此外,本土法人指出,目前航運聯盟市佔率80%,優於十年前的36%,供給穩定。雖然近期全球新船訂單佔船隊比重上升至14%,然主要為小船換大船及汰舊換新的訂單,且多數為今年增加之訂單,將於2023年才會下水,2022年運力增加幅度有限,加上Drewry/Clarksons預期2022年將維持供需缺口3.2%/1.7%,預期新常態運價將於2022年第一季淡季運價下跌後出現,預估2022年每股盈餘約18.69元
心得/評論:
早盤把船票清了,以為會到季線整理,我是不是砍在阿呆谷QQ...
-----
Sent from JPTT on my iPhone
--
Tags:
股票
All Comments

By Robert
at 2021-05-22T02:06
at 2021-05-22T02:06

By Cara
at 2021-05-25T04:50
at 2021-05-25T04:50

By Jacob
at 2021-05-26T17:38
at 2021-05-26T17:38

By Lydia
at 2021-05-27T09:32
at 2021-05-27T09:32

By Sandy
at 2021-05-28T21:01
at 2021-05-28T21:01

By Genevieve
at 2021-06-02T08:30
at 2021-06-02T08:30

By Susan
at 2021-06-04T16:21
at 2021-06-04T16:21

By Dinah
at 2021-06-07T09:57
at 2021-06-07T09:57

By Yedda
at 2021-06-09T14:00
at 2021-06-09T14:00

By Andy
at 2021-06-12T01:40
at 2021-06-12T01:40

By Irma
at 2021-06-13T13:37
at 2021-06-13T13:37

By Olive
at 2021-06-17T16:01
at 2021-06-17T16:01

By Rachel
at 2021-06-21T14:29
at 2021-06-21T14:29

By Irma
at 2021-06-24T03:52
at 2021-06-24T03:52

By Anonymous
at 2021-06-25T02:13
at 2021-06-25T02:13

By Suhail Hany
at 2021-06-26T10:12
at 2021-06-26T10:12

By Doris
at 2021-07-01T09:52
at 2021-07-01T09:52

By Ida
at 2021-07-04T09:21
at 2021-07-04T09:21

By Liam
at 2021-07-04T18:43
at 2021-07-04T18:43

By Catherine
at 2021-07-07T20:21
at 2021-07-07T20:21

By Kama
at 2021-07-08T03:37
at 2021-07-08T03:37

By Elma
at 2021-07-11T13:13
at 2021-07-11T13:13

By Blanche
at 2021-07-15T11:05
at 2021-07-15T11:05

By Regina
at 2021-07-18T00:53
at 2021-07-18T00:53

By Frederic
at 2021-07-18T22:18
at 2021-07-18T22:18

By Quanna
at 2021-07-20T13:04
at 2021-07-20T13:04

By Adele
at 2021-07-24T04:49
at 2021-07-24T04:49

By Steve
at 2021-07-25T11:20
at 2021-07-25T11:20

By Elma
at 2021-07-29T00:21
at 2021-07-29T00:21

By Connor
at 2021-08-01T18:15
at 2021-08-01T18:15

By Iris
at 2021-08-05T22:28
at 2021-08-05T22:28

By Yuri
at 2021-08-10T12:05
at 2021-08-10T12:05

By Kyle
at 2021-08-11T19:48
at 2021-08-11T19:48

By Blanche
at 2021-08-16T12:56
at 2021-08-16T12:56

By Rosalind
at 2021-08-21T00:58
at 2021-08-21T00:58

By Lily
at 2021-08-21T17:24
at 2021-08-21T17:24

By Todd Johnson
at 2021-08-26T13:54
at 2021-08-26T13:54

By Jacob
at 2021-08-28T19:01
at 2021-08-28T19:01

By Tristan Cohan
at 2021-08-31T07:04
at 2021-08-31T07:04

By Bethany
at 2021-09-03T10:31
at 2021-09-03T10:31

By Charlotte
at 2021-09-05T02:56
at 2021-09-05T02:56

By Wallis
at 2021-09-06T22:50
at 2021-09-06T22:50

By Frederic
at 2021-09-10T04:01
at 2021-09-10T04:01

By Tristan Cohan
at 2021-09-13T00:18
at 2021-09-13T00:18

By Carolina Franco
at 2021-09-17T15:54
at 2021-09-17T15:54

By Ursula
at 2021-09-21T13:19
at 2021-09-21T13:19

By Belly
at 2021-09-22T21:36
at 2021-09-22T21:36

By Elvira
at 2021-09-24T16:45
at 2021-09-24T16:45

By Emily
at 2021-09-27T08:54
at 2021-09-27T08:54

By Rosalind
at 2021-10-01T00:10
at 2021-10-01T00:10

By Edward Lewis
at 2021-10-03T19:05
at 2021-10-03T19:05

By Rosalind
at 2021-10-07T15:02
at 2021-10-07T15:02

By Odelette
at 2021-10-08T14:42
at 2021-10-08T14:42

By Wallis
at 2021-10-12T09:50
at 2021-10-12T09:50

By George
at 2021-10-16T21:14
at 2021-10-16T21:14

By Selena
at 2021-10-17T12:39
at 2021-10-17T12:39

By Valerie
at 2021-10-21T01:55
at 2021-10-21T01:55

By Joe
at 2021-10-22T19:40
at 2021-10-22T19:40

By Kama
at 2021-10-27T01:30
at 2021-10-27T01:30

By Margaret
at 2021-10-29T23:33
at 2021-10-29T23:33

By Dinah
at 2021-11-01T05:40
at 2021-11-01T05:40

By Belly
at 2021-11-03T03:53
at 2021-11-03T03:53

By Valerie
at 2021-11-06T19:40
at 2021-11-06T19:40

By Franklin
at 2021-11-09T16:32
at 2021-11-09T16:32

By Yedda
at 2021-11-13T23:41
at 2021-11-13T23:41

By Isabella
at 2021-11-17T00:00
at 2021-11-17T00:00

By Ursula
at 2021-11-18T17:20
at 2021-11-18T17:20

By Andrew
at 2021-11-22T04:37
at 2021-11-22T04:37

By Franklin
at 2021-11-26T15:49
at 2021-11-26T15:49

By Emily
at 2021-11-27T10:47
at 2021-11-27T10:47

By Genevieve
at 2021-12-01T21:19
at 2021-12-01T21:19

By Olive
at 2021-12-04T09:46
at 2021-12-04T09:46

By Xanthe
at 2021-12-06T12:05
at 2021-12-06T12:05

By Anonymous
at 2021-12-07T04:49
at 2021-12-07T04:49

By Olga
at 2021-12-08T21:29
at 2021-12-08T21:29

By Doris
at 2021-12-10T13:52
at 2021-12-10T13:52

By Ivy
at 2021-12-14T00:29
at 2021-12-14T00:29

By Edwina
at 2021-12-16T07:57
at 2021-12-16T07:57

By Leila
at 2021-12-17T10:35
at 2021-12-17T10:35

By John
at 2021-12-17T16:08
at 2021-12-17T16:08

By George
at 2021-12-19T21:42
at 2021-12-19T21:42

By Emma
at 2021-12-20T11:27
at 2021-12-20T11:27

By William
at 2021-12-24T06:32
at 2021-12-24T06:32

By Andy
at 2021-12-27T11:13
at 2021-12-27T11:13

By Franklin
at 2021-12-28T12:23
at 2021-12-28T12:23

By Tracy
at 2021-12-30T20:08
at 2021-12-30T20:08

By Necoo
at 2022-01-02T19:51
at 2022-01-02T19:51

By Zanna
at 2022-01-05T03:20
at 2022-01-05T03:20

By Joseph
at 2022-01-09T01:54
at 2022-01-09T01:54

By Dorothy
at 2022-01-12T06:11
at 2022-01-12T06:11

By Ina
at 2022-01-12T12:51
at 2022-01-12T12:51

By Wallis
at 2022-01-15T20:39
at 2022-01-15T20:39

By Regina
at 2022-01-17T17:41
at 2022-01-17T17:41

By Eden
at 2022-01-20T17:25
at 2022-01-20T17:25

By Megan
at 2022-01-22T17:01
at 2022-01-22T17:01

By Quanna
at 2022-01-27T06:16
at 2022-01-27T06:16

By Lauren
at 2022-01-31T20:38
at 2022-01-31T20:38

By Adele
at 2022-02-02T15:26
at 2022-02-02T15:26

By Erin
at 2022-02-04T13:36
at 2022-02-04T13:36

By Hedda
at 2022-02-06T20:38
at 2022-02-06T20:38

By Andy
at 2022-02-10T17:50
at 2022-02-10T17:50

By Ingrid
at 2022-02-15T02:28
at 2022-02-15T02:28

By Megan
at 2022-02-19T05:49
at 2022-02-19T05:49

By Hamiltion
at 2022-02-22T21:12
at 2022-02-22T21:12

By Agatha
at 2022-02-23T07:03
at 2022-02-23T07:03

By Jack
at 2022-02-27T00:31
at 2022-02-27T00:31

By Iris
at 2022-03-01T14:29
at 2022-03-01T14:29

By Ophelia
at 2022-03-04T23:27
at 2022-03-04T23:27

By Wallis
at 2022-03-08T08:02
at 2022-03-08T08:02

By Liam
at 2022-03-12T07:58
at 2022-03-12T07:58

By Zora
at 2022-03-15T13:06
at 2022-03-15T13:06

By Bennie
at 2022-03-17T17:33
at 2022-03-17T17:33

By Ina
at 2022-03-22T17:31
at 2022-03-22T17:31

By Wallis
at 2022-03-27T09:51
at 2022-03-27T09:51

By Anonymous
at 2022-03-31T22:18
at 2022-03-31T22:18

By Edward Lewis
at 2022-04-02T07:16
at 2022-04-02T07:16

By Eartha
at 2022-04-06T17:15
at 2022-04-06T17:15

By Mia
at 2022-04-08T04:20
at 2022-04-08T04:20
Related Posts
居家學習所需行動載具 全國中小學仍缺1.1萬台

By Eartha
at 2021-05-18T12:20
at 2021-05-18T12:20
台股之救命藥方:疫苗

By Lily
at 2021-05-18T12:18
at 2021-05-18T12:18
蓋茲「請辭微軟董事」與女員工有染下台

By Hedwig
at 2021-05-18T12:06
at 2021-05-18T12:06
民眾在家時間拉長 推升線上遊戲業商機大開

By Steve
at 2021-05-18T12:06
at 2021-05-18T12:06
今天大盤的漲幅

By Zora
at 2021-05-18T12:02
at 2021-05-18T12:02