萬海新天價出爐 投顧目標價203元 - 股票
By Adele
at 2021-05-26T10:18
at 2021-05-26T10:18
Table of Contents
原文標題:
自由時報
萬海新天價出爐 投顧目標價203元
原文連結:
https://ec.ltn.com.tw/article/breakingnews/3546510
發布時間:
2021/05/26 09:26 〔記者王憶紅/台北報導〕
原文內容:
萬海在連5紅後,昨日盤中一度打入跌停,不過投顧在最新出爐的報告中指出,萬海獲利
逐季攀升 ,針對2021年底每股淨值預估值 52.06 元,給予 3.9 倍 P / B(股價淨值比
),計算目標價 203 元,維持「買進」 。這是貨櫃三雄首家市場給予的目標價破200元
。
萬海4 月單月稅後盈餘61.52億元,單月稅後 EPS 2.75元。 投顧指出,萬海公告4月單
月營收149.39億元,明顯超過第1季平均單月營收128.89億元 ,營收的跳升,成為推升獲
利的動力。
投顧指出,亞洲線運價從2月下旬,跌至5月上旬,但萬海受惠船舶增加及增闢遠洋航線
,4月獲利依 然創下歷史新高,後續,亞洲線調漲效益及旺季效應,將使獲利更具想像空
間。
投顧指出,亞洲線運價5月22日明顯調漲,6月營收明顯受惠,預期貨櫃航商6月營收爆
發。
投顧表示,新船短期無法大增,任何政府或民間管制都無效,2020年9月中國政府管制
運價,導致「買艙費(服務費)」的出現,實際運價還是大漲。 2021年5月19 日,美國
工業託運人聯盟要求監管運價,投顧預期,強悍的中國政府做不到的事,講民主的美國政
府或民間組織更難做到。 宏遠認為,運價上漲,關鍵在於供不應求,除非能讓新船短期
大量增加,否則,任何管制,頂多只會衍生出更多收費項目。
投顧建議,目前是美國零售淡季,但庫存卻在低點;第3季是零售旺季前的進貨高峰,
美國線將帶領全球運價上漲。宏遠推估,萬海獲利逐季攀升 ,針對2021年底每股淨值預
估值 52.06 元,給予 3.9 倍 P / B,計算目標價 203 元,維持「買進」 。
心得/評論: ※必需填寫滿20字
萬海 昨天跌6.8%
斷掉第一款連三次注意逃過了處置五分盤的命運
注意處置還是等證交所公告別亂算
怎麼算都是證交所說了算 條款太多 不是凡人可以了解的
陽明超車萬海只是一時
萬海真大哥風範 想想我曾經40元的時候擁有他...QQ
--
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