航運股神鬼奇航結束了? 法人:後面還有戲 - 股票

By Elizabeth
at 2021-01-09T11:04
at 2021-01-09T11:04
Table of Contents
1.原文連結:https://money.udn.com/money/story/5607/5156949
2.原文內容:
航運股連兩日重挫,盤面資金轉向電子、遊戲族群,帶動相關股價強勢,航運股出現修正
,引發投資人擔憂,法人認為,航運的神鬼奇航之旅尚未結束,股價主要反映短線漲太多
之後的回檔而已,建議投資人逢低伺機布局,並檢視三大指標。
進一步觀察貨櫃三雄技術面以及籌碼面表現,長榮今日一度打入跌停板,終場大跌9.6%,
跌破40元整數關卡及10日均線,外資及投信連續賣超四日;陽明(2609)則再吞跌停板,
已經連續兩日打入跌價位,股價跌破10日均線,不過外資已經連續5日買超;而萬海股價
回測月線有撐,留下下影線,收跌5.8%,外資連續兩日買超。
就基本面來看,長榮前三季每股稅後純益(EPS)為2.27元,較去年同期成長27.3倍;陽
明前三季EPS為0.71元,較去年同期虧損1.28元大幅轉虧為盈;萬海前三季EPS為1.6元,
較去年同期成長48%。
兆豐國際投顧董事長李秀利指出,航運股下跌主要來自於盤面資金轉向電子、籌碼凌亂、
運價傳出雜音,不過研判基本面的產業趨勢並沒有因此受到影響,航運股在先前船商倒閉
、解封後的經濟復甦帶動需求、產業持續缺人及缺櫃下,中長線仍持續看好。
宏遠投顧副總經理陳國清指出,就基本面來看,以今年貨櫃航運股價及獲利情況來說,貨
櫃航運公司的業績及獲利會落後運價指數反應1至2個月,如果未來運價沒有回跌5成,只
是回跌2至3成而已,今年獲利仍比去年成長一倍以上。
看好本波貨櫃航運業景氣可望持續到2022年上半年,保守先看到2021年第3季為出貨最高
峰;在這樣有利環境下,持續看好貨櫃三雄表現。現階段操作該注意的是,買進的投資時
點以及持股多寡而已,若有利空把股價打下來,將是不錯的買點。
李秀利認為,航運股後市表現可以檢視三大指標:資金動向、籌碼面、報價表現。近期盤
面資金受到電子法說會行情帶動影響,資金湧進電子股,後續若盤面資金回流傳產,有利
航運股、而航運股因先前大漲一波使籌碼面凌亂,待整理過後,可望再行攻勢、而報價表
現也需要留意,今日傳出澳洲線降價,使股價修正,不過研判北美線運價表現才是觀察重
點,若漲價態勢延續,對航運股後市不看淡。
遊戲類股包含廣錠、華義、辣椒、鈊象股價表現亮眼,法人認為,遊戲類股短線在台北國
際電玩展、寒假效應下,股價有機會表現。
3.心得/評論:
法人進貨陽明 長榮營收表現亮眼
可憐那些被法人洗出船票的散戶
一張不賣 奇蹟自來 神鬼奇航
--
2.原文內容:
航運股連兩日重挫,盤面資金轉向電子、遊戲族群,帶動相關股價強勢,航運股出現修正
,引發投資人擔憂,法人認為,航運的神鬼奇航之旅尚未結束,股價主要反映短線漲太多
之後的回檔而已,建議投資人逢低伺機布局,並檢視三大指標。
進一步觀察貨櫃三雄技術面以及籌碼面表現,長榮今日一度打入跌停板,終場大跌9.6%,
跌破40元整數關卡及10日均線,外資及投信連續賣超四日;陽明(2609)則再吞跌停板,
已經連續兩日打入跌價位,股價跌破10日均線,不過外資已經連續5日買超;而萬海股價
回測月線有撐,留下下影線,收跌5.8%,外資連續兩日買超。
就基本面來看,長榮前三季每股稅後純益(EPS)為2.27元,較去年同期成長27.3倍;陽
明前三季EPS為0.71元,較去年同期虧損1.28元大幅轉虧為盈;萬海前三季EPS為1.6元,
較去年同期成長48%。
兆豐國際投顧董事長李秀利指出,航運股下跌主要來自於盤面資金轉向電子、籌碼凌亂、
運價傳出雜音,不過研判基本面的產業趨勢並沒有因此受到影響,航運股在先前船商倒閉
、解封後的經濟復甦帶動需求、產業持續缺人及缺櫃下,中長線仍持續看好。
宏遠投顧副總經理陳國清指出,就基本面來看,以今年貨櫃航運股價及獲利情況來說,貨
櫃航運公司的業績及獲利會落後運價指數反應1至2個月,如果未來運價沒有回跌5成,只
是回跌2至3成而已,今年獲利仍比去年成長一倍以上。
看好本波貨櫃航運業景氣可望持續到2022年上半年,保守先看到2021年第3季為出貨最高
峰;在這樣有利環境下,持續看好貨櫃三雄表現。現階段操作該注意的是,買進的投資時
點以及持股多寡而已,若有利空把股價打下來,將是不錯的買點。
李秀利認為,航運股後市表現可以檢視三大指標:資金動向、籌碼面、報價表現。近期盤
面資金受到電子法說會行情帶動影響,資金湧進電子股,後續若盤面資金回流傳產,有利
航運股、而航運股因先前大漲一波使籌碼面凌亂,待整理過後,可望再行攻勢、而報價表
現也需要留意,今日傳出澳洲線降價,使股價修正,不過研判北美線運價表現才是觀察重
點,若漲價態勢延續,對航運股後市不看淡。
遊戲類股包含廣錠、華義、辣椒、鈊象股價表現亮眼,法人認為,遊戲類股短線在台北國
際電玩展、寒假效應下,股價有機會表現。
3.心得/評論:
法人進貨陽明 長榮營收表現亮眼
可憐那些被法人洗出船票的散戶
一張不賣 奇蹟自來 神鬼奇航
--
Tags:
股票
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