航運、鋼鐵姿態高 拉回月線是買點? - 股票
By Xanthe
at 2021-05-20T16:34
at 2021-05-20T16:34
Table of Contents
原文標題:
航運、鋼鐵姿態高 拉回月線是買點?
原文連結:
https://udn.com/news/story/6850/5471684
發布時間:
2021-05-20 10:47
原文內容:
當最強勢的股票出現補跌,代表末跌段進入尾聲,4月最強傳產到了5月還是續強,面對疫
情爆發所造成的大盤回檔,傳產股落後補跌,唯有跌強勢業績好股,市場才會全面恐慌,
大盤融資連減5日,瘦身556.5億,這應該是史上融資減肥速度最快的一次,尤其電子股大
跌導致整體籌碼鬆動,融資面臨斷頭追繳,只好砍掉手中賺錢或是減持手中姿態較高的傳
產股,所以傳產這波下跌無關基本面,急跌洗出短線籌碼反而是好事,從個股姿態來看,
姿態最高屬貨櫃輪及鋼鐵股,也因個股姿態較高,反而回檔時上檔套牢壓力較輕。
籌碼安定且具業績保護個股逢低找買點
貨櫃輪Q1繳出最強淡季,其中長榮(2603)、陽明(2609)、萬海(2615)第一季財報表現相當
亮眼,其中陽明Q1獲利7.49元最佳,長榮Q1獲利7.04元,萬海Q1獲利6.62元,股價來到百
元價位後隨即拉回,獲利最佳的陽明從高點105.5元跌到66.6元,跌幅達36.8%,此波拉回
融資較無減幅,反倒是長榮100元跌到63.1元,跌幅達36.9%,融資大幅縮減,從33.3萬張
減到剩23.7萬張,減幅達28.8%超過大盤跌幅,萬海從106元跌到73元,跌幅31%相對少,
融資從2.8萬張減到剩1.8萬張,減幅達35%,融資使用率僅剩3.33%,萬海相對於陽明、萬
海籌碼相對穩定,雖然第一季獲利6.6元略輸,但第二季我認為反而很有機會,公司早在
去年已提前開闢航線與租船,今年將下水10艘,3月份美西航線已擴增一倍,萬海4月營收
149.3億獨創新高,我認為5、6月營收將維持高水準,面對印度疫情惡化,全世界船員有
25%是印度籍船員,人員調度使得運能原已緊繃的海運產業更加緊張,萬海5月份將調漲亞
洲線報價,這一波疫情回檔是再次人棄我取的機會?
心得/評論: ※必需填寫滿20字
不要去猜海運三雄誰是我大哥了
三檔都買就對了
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