花旗升高長榮、陽明目標價 美國線長約調漲1200美元「維持多 - 股票

By Elvira
at 2021-01-19T15:54
at 2021-01-19T15:54
Table of Contents
1.原文連結:
https://finance.ettoday.net/news/1902019
2.原文內容:
花旗升高長榮、陽明目標價 美國線長約調漲1200美元「維持多頭走勢」
貨櫃航運喜迎大航海時代,陽明海運今(19)日恢復正常交易,吸引資金追捧,看好去
年第四季以來運價持續上漲,外資花旗分別調高長榮、陽明目標價為45.1元與24.7元,推
升國籍航商股價走勢;法人指出,美國線長約上漲1200美元,貨櫃航商可望維持多頭走勢
。
法人指出,貨櫃航商的美國線長約大幅調漲1,200美元,將從今年5月1日起適用,以運價
反應到營收落後1個月來估算,自今年6月起將挹注陽明效益約122億元,長榮約212億元,
產業前景仍然相對樂觀。
由於二大航商的主要客戶往年均在五月簽訂長約價,今年提前於一月簽約,顯示買賣雙
方對貨櫃市場未來一年同步看多,客戶提前簽訂美西線及美東線的長約價格為2,500元及
3,500美元,顯示大型客戶認為美西線及美東線現貨運價,將遠遠高於2,500及3,500美元
。亦即,客戶認為美國線運價多頭至少持續至2022年第二季。
法人進一步分析,全球第一大貨櫃航商馬士基 18日股價,續創新高,顯示全球貨櫃航商
可望維持多頭走勢,貨櫃三雄長榮、陽明與萬海近期股價漲多拉回,屬於籌碼修正,產業
前景並未出現問題,預估今(2021)年貨櫃三雄每股將大賺超過10元。
3.心得/評論:
不要怕,是技術修正
6月起挹注營收的話,最快7月才看得到財報
獲利是有的,不過想撿的自己注意成本
多的是eps創新高股價往下走的個股,耗子尾汁
--
人生面臨的抉擇多如恆河之砂,倘若徬徨請銘記於心
選奶大的那個
--
https://finance.ettoday.net/news/1902019
2.原文內容:
花旗升高長榮、陽明目標價 美國線長約調漲1200美元「維持多頭走勢」
貨櫃航運喜迎大航海時代,陽明海運今(19)日恢復正常交易,吸引資金追捧,看好去
年第四季以來運價持續上漲,外資花旗分別調高長榮、陽明目標價為45.1元與24.7元,推
升國籍航商股價走勢;法人指出,美國線長約上漲1200美元,貨櫃航商可望維持多頭走勢
。
法人指出,貨櫃航商的美國線長約大幅調漲1,200美元,將從今年5月1日起適用,以運價
反應到營收落後1個月來估算,自今年6月起將挹注陽明效益約122億元,長榮約212億元,
產業前景仍然相對樂觀。
由於二大航商的主要客戶往年均在五月簽訂長約價,今年提前於一月簽約,顯示買賣雙
方對貨櫃市場未來一年同步看多,客戶提前簽訂美西線及美東線的長約價格為2,500元及
3,500美元,顯示大型客戶認為美西線及美東線現貨運價,將遠遠高於2,500及3,500美元
。亦即,客戶認為美國線運價多頭至少持續至2022年第二季。
法人進一步分析,全球第一大貨櫃航商馬士基 18日股價,續創新高,顯示全球貨櫃航商
可望維持多頭走勢,貨櫃三雄長榮、陽明與萬海近期股價漲多拉回,屬於籌碼修正,產業
前景並未出現問題,預估今(2021)年貨櫃三雄每股將大賺超過10元。
3.心得/評論:
不要怕,是技術修正
6月起挹注營收的話,最快7月才看得到財報
獲利是有的,不過想撿的自己注意成本
多的是eps創新高股價往下走的個股,耗子尾汁
--
人生面臨的抉擇多如恆河之砂,倘若徬徨請銘記於心
選奶大的那個
--
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