美系外資重申陽明買進評等 目標價186元 - 股票QA

Emily avatar
By Emily
at 2022-05-16T14:14

Table of Contents

原文標題：美系外資重申陽明買進評等 目標價186元

原文連結：https://m.cnyes.com/news/id/4873709


發布時間：2022/05/16 10:30


記者署名：鉅亨網記者王莞甯


原文內容：

貨櫃航商陽明 (2609-TW) 第一季獲利再寫新高，美系外資出具報告指出，看好今年陽明有
獲利上修空間，重申買進評等，目標價 186 元。

美系外資則指出，在 5 月新長約開始後，據悉陽明長約價格翻倍。另一方面，在現貨報價
上，觀察近來 CCFI 綜合指數 (中國出口集裝箱運價指數) 開始觸底反彈，顯示 4 月底以
來，中國港口的吞吐量漸趨於正常化，預期運價在夏季和秋季期間，應可維持穩健偏強狀態
。

不過，美系外資也提到，海運市況存在下行風險，例如，隨著疫苗施打普及，消費者逐漸轉
向跨境旅行消費，可能會使海運需求趨於平穩，此外，若供應鏈瓶頸解除速度高於預期，恐
表示當前牛市周期結束。

陽明第一季稅後純益衝上 605.77 億元，年增 147.08%，每股純益 (EPS)17.35 元。

陽明第一季受 Omicron 疫情升溫和市場需求未顯著減緩、各主要港口塞港尚未有效紓解、
農曆年前出貨旺季等綜合因素影響，運價仍維持高點，平均運價較去年同期大幅上漲，使獲
利穩定成長。


心得/評論：

雖然港務局公告出售陽明持股，外資也有提及海運未來景氣反轉風險，但外資仍看好陽明目
標價到186元，不過對照今天貨櫃船的股價走勢...

--
Tags: 股票

All Comments

Delia avatar
By Delia
at 2022-05-12T11:45
好的 68.1收到
Liam avatar
By Liam
at 2022-05-17T05:20
現在要x0.7, 130
Eartha avatar
By Eartha
at 2022-05-12T11:45
這新聞太晚PO了啦 早上都出光了==
Candice avatar
By Candice
at 2022-05-17T05:20
出貨？
Kyle avatar
By Kyle
at 2022-05-12T11:45
168不是比較好聽？
Lauren avatar
By Lauren
at 2022-05-17T05:20
一篇一根
Isla avatar
By Isla
at 2022-05-12T11:45
好，68.1收到
Candice avatar
By Candice
at 2022-05-17T05:20
外豬法人每次都在騙洨騙鼻
Edith avatar
By Edith
at 2022-05-12T11:45
186..
Sandy avatar
By Sandy
at 2022-05-17T05:20
豪想喝咖啡 >///<
Doris avatar
By Doris
at 2022-05-12T11:45
打對折 93收～
Rosalind avatar
By Rosalind
at 2022-05-17T05:20
只是想喝咖啡而已啦
Puput avatar
By Puput
at 2022-05-12T11:45
訊號來囉 咻咻咻
Victoria avatar
By Victoria
at 2022-05-17T05:20
連美林都9不了航運了 目標價還能有新聞阿
Ula avatar
By Ula
at 2022-05-12T11:45
靠，尾盤空單補掉了，明天續空
Eartha avatar
By Eartha
at 2022-05-17T05:20
這種新聞都不用處理的，NCC在衝殺小朋友
Cara avatar
By Cara
at 2022-05-12T11:45
按過往最高8折看…..
Anonymous avatar
By Anonymous
at 2022-05-17T05:20
出貨文
Sierra Rose avatar
By Sierra Rose
at 2022-05-12T11:45
反著作就對了，空下去
Joe avatar
By Joe
at 2022-05-17T05:20
看來是到箱型頂了 繼續回去洗來洗去囉
Isabella avatar
By Isabella
at 2022-05-12T11:45
哈哈哈
Isla avatar
By Isla
at 2022-05-17T05:20
18.6收
Isabella avatar
By Isabella
at 2022-05-12T11:45
ㄟ幹 不對 今天不是到箱型底了嗎 要破底惹是不是QQ
Gilbert avatar
By Gilbert
at 2022-05-17T05:20
乘0.7都不夠 乘0.3差不多
Lydia avatar
By Lydia
at 2022-05-12T11:45
謝謝
Zenobia avatar
By Zenobia
at 2022-05-17T05:20
港務公司高歌離席
Kyle avatar
By Kyle
at 2022-05-12T11:45
哪一家外資啊？
Linda avatar
By Linda
at 2022-05-17T05:20
感覺是花旗
Rachel avatar
By Rachel
at 2022-05-12T11:45
我現在知道了。外資報告買，我就賣。
Barb Cronin avatar
By Barb Cronin
at 2022-05-17T05:20
ok, all in to the moon
Jake avatar
By Jake
at 2022-05-12T11:45
按讚 分享 出貨...
Selena avatar
By Selena
at 2022-05-17T05:20
那你還賣 作超短 今天買 明天賣
Lydia avatar
By Lydia
at 2022-05-12T11:45
1+8+6=15元啦
Liam avatar
By Liam
at 2022-05-17T05:20
看來這週海運都要綠油油了
Genevieve avatar
By Genevieve
at 2022-05-12T11:45
語畢哄堂大笑
Frederic avatar
By Frederic
at 2022-05-17T05:20
誰？叫他先買
Quanna avatar
By Quanna
at 2022-05-12T11:45
18.6收
Sandy avatar
By Sandy
at 2022-05-17T05:20
再賣
Regina avatar
By Regina
at 2022-05-12T11:45
笑鼠倫
Selena avatar
By Selena
at 2022-05-17T05:20
港務局:謝美國爹爹!
Steve avatar
By Steve
at 2022-05-12T11:45
咕嚕咕嚕
Margaret avatar
By Margaret
at 2022-05-17T05:20
出貨文
Freda avatar
By Freda
at 2022-05-12T11:45
穩了!穩了!!!
Ophelia avatar
By Ophelia
at 2022-05-17T05:20
就看你今天到底買了幾張
Christine avatar
By Christine
at 2022-05-12T11:45
哪個美系外資。= =
Andrew avatar
By Andrew
at 2022-05-17T05:20
86完蛋
Valerie avatar
By Valerie
at 2022-05-12T11:45
這新聞就是為了防止明天大跌 續出貨用吧
Charlotte avatar
By Charlotte
at 2022-05-17T05:20
咕到不能再估了
Una avatar
By Una
at 2022-05-12T11:45
出貨囉
Enid avatar
By Enid
at 2022-05-17T05:20
咕嚕咕嚕
Irma avatar
By Irma
at 2022-05-12T11:45
唬爛嘴 去死
Irma avatar
By Irma
at 2022-05-17T05:20
就外資在賣ㄚ QQ
Joe avatar
By Joe
at 2022-05-12T11:45
美系外資咕嚕
Ula avatar
By Ula
at 2022-05-17T05:20
美系外資...西巴老馬....
Charlie avatar
By Charlie
at 2022-05-12T11:45
好少
Susan avatar
By Susan
at 2022-05-17T05:20
該約泡茶了吧整天亂喊
Anonymous avatar
By Anonymous
at 2022-05-12T11:45
想倒貨? 查無不法???
Odelette avatar
By Odelette
at 2022-05-17T05:20
才破一天就出來喊破喉嚨….
Olivia avatar
By Olivia
at 2022-05-12T11:45
186打對折 93歐印
Quanna avatar
By Quanna
at 2022-05-17T05:20
好哦 186
Annie avatar
By Annie
at 2022-05-12T11:45
現在連名子都不講了？
Tracy avatar
By Tracy
at 2022-05-17T05:20
你們大家趕快買啊！不然我手上的貨要倒給誰？
Hedwig avatar
By Hedwig
at 2022-05-12T11:45
開盤立即下殺 應該是3大法人+主力都在丟股票
Elma avatar
By Elma
at 2022-05-17T05:20
我ok 你先買
Adele avatar
By Adele
at 2022-05-12T11:45
陽明186?連136站不上 186會不會太扯?三船走空
Susan avatar
By Susan
at 2022-05-17T05:20
好埋點 不是 好買點
Ula avatar
By Ula
at 2022-05-12T11:45
打五折93吧 笑爛
Hardy avatar
By Hardy
at 2022-05-17T05:20
拉高空囉
Rae avatar
By Rae
at 2022-05-12T11:45
咕嚕靈波
Dinah avatar
By Dinah
at 2022-05-17T05:20
阿明上次兩波136左右，到現在越彈越低…
Zenobia avatar
By Zenobia
at 2022-05-12T11:45
港務局：我知道你們還有錢
Kyle avatar
By Kyle
at 2022-05-17T05:20
隨便空 隨便賺
Ivy avatar
By Ivy
at 2022-05-12T11:45
港務局還有17萬張 謝謝你
Olive avatar
By Olive
at 2022-05-17T05:20
https://i.imgur.com/ycRDVgQ.jpg
Susan avatar
By Susan
at 2022-05-12T11:45
？
Agnes avatar
By Agnes
at 2022-05-17T05:20
港務局口袋空空 賣1萬補財庫
Genevieve avatar
By Genevieve
at 2022-05-12T11:45
178，更好聽吧。外資什麼諧音都不懂
Caitlin avatar
By Caitlin
at 2022-05-17T05:20
這麼久了 推文還沒爆 看來一堆人心死了
Sarah avatar
By Sarah
at 2022-05-12T11:45
股版人氣下滑很久啦 一堆人早就刪app蓋牌或退出股
市了
Jacky avatar
By Jacky
at 2022-05-17T05:20
再來觀察閒聊 股版買長榮的人應該比陽明多
Olga avatar
By Olga
at 2022-05-12T11:45
不是356嗎
John avatar
By John
at 2022-05-17T05:20
又是出貨訊號嗎？
Edward Lewis avatar
By Edward Lewis
at 2022-05-12T11:45
今天賣10000張，重申買進
Cara avatar
By Cara
at 2022-05-17T05:20
倒貨囉
Isabella avatar
By Isabella
at 2022-05-12T11:45
咕嚕咕嚕~~~幾次了真好玩~~~
Gary avatar
By Gary
at 2022-05-17T05:20
最好是186 先看130什麼時候突破
Sandy avatar
By Sandy
at 2022-05-12T11:45
我算你便宜點，168比較吉祥，168元陽明10張賣你
Mia avatar
By Mia
at 2022-05-17T05:20
我今年買在最高點134，慘啦要跳樓啦。
Leila avatar
By Leila
at 2022-05-12T11:45
歐印
Hedda avatar
By Hedda
at 2022-05-17T05:20
媽的法人都在出貨啦
Rae avatar
By Rae
at 2022-05-12T11:45
反著做就是贏
Susan avatar
By Susan
at 2022-05-17T05:20
看來還有得跌
Lily avatar
By Lily
at 2022-05-12T11:45
腰獸
Hazel avatar
By Hazel
at 2022-05-17T05:20
今天外資賣萬張
Victoria avatar
By Victoria
at 2022-05-12T11:45
然後今天買超第一名外資是美林216張
Kelly avatar
By Kelly
at 2022-05-17T05:20
高盛重申買台積電 目標價上調至860元
Annie avatar
By Annie
at 2022-05-12T11:45
夠了 一篇一根
Brianna avatar
By Brianna
at 2022-05-17T05:20
嘴巴說不要 身體很誠實
投顧是嘴 券商是身體
Xanthe avatar
By Xanthe
at 2022-05-12T11:45
如果今天是起跌點，那哪邊是止跌?
Andy avatar
By Andy
at 2022-05-17T05:20
外資的話要反著看 隨便空隨便賺 預告在先
George avatar
By George
at 2022-05-12T11:45
台積電外資喊多少
Annie avatar
By Annie
at 2022-05-17T05:20
台驊顏董最中肯吧區間操作
Kumar avatar
By Kumar
at 2022-05-12T11:45
還好之前132就先出了
David avatar
By David
at 2022-05-17T05:20
走合約價的，三年內股利暴賺沒問題
Brianna avatar
By Brianna
at 2022-05-12T11:45
不敢講是誰 就是鉅亨網的觀點

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