缺櫃+塞港 航運股超嗨 - 股票
By Queena
at 2021-03-23T10:43
at 2021-03-23T10:43
Table of Contents
原文標題:缺櫃+塞港 航運股超嗨
原文連結:https://ctee.com.tw/news/stock/433820.html
發布時間:2021.03.23
原文內容:
受運價維持高檔及陽明1月獲利超優利多激勵,22日長榮、陽明及萬海等貨櫃三雄同步鎖
漲停,上市航運指數創十年新高。盤後長榮,萬海公布去年財報,均繳出每股獲利逾5元
佳績,業者表示,塞港、缺櫃何時趨緩,連產業界都無法預測,運價年中前將維持高檔無
虞。
長榮22日公告去年稅後盈餘287.67億元,EPS為5.06元,為歷史第二高,前高為2004年
EPS 5.29元,董事會決議每股分配2.5元現金股利,現金殖利率5.45%。此外,長榮為了
償還銀行借款,將辦理第四次無擔保轉換公司債,發行額度上限50億元。
萬海公布去年財報,全年營收818.8億元,稅後淨利113.17億元,EPS 5.1元,第四季單季
EPS 3.5元,都是創歷史新高。萬海22日董事會也通過擬配發現金股利1元,盈餘轉增資配
股1元。業界認為,萬海近期造船買船支出龐大,顯然是要多留點錢做為購建船舶所用。
由於東南亞航線去年11月開始上漲,12月已經到了五到十倍的價格,目前運價雖有下修,
但都還有四到九倍價,法人與同業都估萬海今年首季獲利可望逾倍數增長,EPS上看7元。
萬海去年上半年在美國線原僅租用同業艙位營運,看到美國線運價飆升趨勢,6月底在市
場上搶租進可裝載4~6千箱(20呎櫃)的貨櫃船7艘,開出單獨經營的美國航線,讓下半
年獲利大幅拉升。
而萬海也為擴充美國運力開始採取各種行動,先是在去年12月經董事會通過以3.6億美元
買進現成船,截至目前為止已買進11艘可裝載4千到6千餘箱貨櫃船。且自本月中起,將美
國線每周航班自二~三班增為固定四班。另,董事會本月10日又通過建造九艘1.3萬箱貨
櫃船預計2023年交船,正式宣告未來將大幅拉高中長程航線的營運比重。
22日貨櫃三雄股價在陽明1月繳出超乎市場預期EPS達2.32元的數字後,包括陽明、長榮及
萬海同步攻上漲停,也推升上市航運指數大漲超過6%,最高達114.35點,創十年來高點
。分析師指出,貨櫃三雄獲利大爆發,確實讓市場驚豔,後續展望仍待萬海,長榮在即將
登場的法說會上現身說法。
業者表示印度、法國等地疫情拉警報再度封城,北美零售業庫存水位偏低持續續備貨同時
北美塞港,連產業界都無法預測何時缺櫃潮何時緩解,北美貨櫃缺口達40%,運價在年中
前將維持高檔無虞。
心得/評論:
昨日萬海、長榮、陽明 全部漲停爽不爽
營收公佈果然亮眼 缺櫃+塞港 真的賺翻
散戶繼續說 騙人上船、已反應、準備套十年
他說 風雨中 這點痛 算什麼
擦乾淚 不要問 為什麼
--
原文連結:https://ctee.com.tw/news/stock/433820.html
發布時間:2021.03.23
原文內容:
受運價維持高檔及陽明1月獲利超優利多激勵,22日長榮、陽明及萬海等貨櫃三雄同步鎖
漲停,上市航運指數創十年新高。盤後長榮,萬海公布去年財報,均繳出每股獲利逾5元
佳績,業者表示,塞港、缺櫃何時趨緩,連產業界都無法預測,運價年中前將維持高檔無
虞。
長榮22日公告去年稅後盈餘287.67億元,EPS為5.06元,為歷史第二高,前高為2004年
EPS 5.29元,董事會決議每股分配2.5元現金股利,現金殖利率5.45%。此外,長榮為了
償還銀行借款,將辦理第四次無擔保轉換公司債,發行額度上限50億元。
萬海公布去年財報,全年營收818.8億元,稅後淨利113.17億元,EPS 5.1元,第四季單季
EPS 3.5元,都是創歷史新高。萬海22日董事會也通過擬配發現金股利1元,盈餘轉增資配
股1元。業界認為,萬海近期造船買船支出龐大,顯然是要多留點錢做為購建船舶所用。
由於東南亞航線去年11月開始上漲,12月已經到了五到十倍的價格,目前運價雖有下修,
但都還有四到九倍價,法人與同業都估萬海今年首季獲利可望逾倍數增長,EPS上看7元。
萬海去年上半年在美國線原僅租用同業艙位營運,看到美國線運價飆升趨勢,6月底在市
場上搶租進可裝載4~6千箱(20呎櫃)的貨櫃船7艘,開出單獨經營的美國航線,讓下半
年獲利大幅拉升。
而萬海也為擴充美國運力開始採取各種行動,先是在去年12月經董事會通過以3.6億美元
買進現成船,截至目前為止已買進11艘可裝載4千到6千餘箱貨櫃船。且自本月中起,將美
國線每周航班自二~三班增為固定四班。另,董事會本月10日又通過建造九艘1.3萬箱貨
櫃船預計2023年交船,正式宣告未來將大幅拉高中長程航線的營運比重。
22日貨櫃三雄股價在陽明1月繳出超乎市場預期EPS達2.32元的數字後,包括陽明、長榮及
萬海同步攻上漲停,也推升上市航運指數大漲超過6%,最高達114.35點,創十年來高點
。分析師指出,貨櫃三雄獲利大爆發,確實讓市場驚豔,後續展望仍待萬海,長榮在即將
登場的法說會上現身說法。
業者表示印度、法國等地疫情拉警報再度封城,北美零售業庫存水位偏低持續續備貨同時
北美塞港,連產業界都無法預測何時缺櫃潮何時緩解,北美貨櫃缺口達40%,運價在年中
前將維持高檔無虞。
心得/評論:
昨日萬海、長榮、陽明 全部漲停爽不爽
營收公佈果然亮眼 缺櫃+塞港 真的賺翻
散戶繼續說 騙人上船、已反應、準備套十年
他說 風雨中 這點痛 算什麼
擦乾淚 不要問 為什麼
--
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