運價看漲到Q3 法人喊長榮挑戰103元新高 - 股票
By Charlie
at 2021-04-26T18:31
at 2021-04-26T18:31
Table of Contents
原文標題:
運價看漲到Q3 法人喊長榮挑戰103元新高價
(請勿刪減原文標題)
原文連結:
https://www.google.com/amp/s/udn.com/news/amp/story/7251/5415067
(請善用縮網址工具)
發布時間:
2021-04-26 18:05 經濟日報 記者趙于萱/台北即時報導
(請以原文網頁/報紙之發布時間為準)
原文內容:
國際運價漲不停,法人對航運股上修也不斷,繼日前摩根大通及某大型投顧將長榮(2603)
目標價升上101元、102元,另一家大型投顧26日報告也看好此波運價連漲到第3季,推升長
榮獲利更上層樓,推估今年每股純益提升到22元,2022年持續有9.7元;目標價上修到103元
,刷新市場對長榮最樂觀的股價預測。
法人指出,遠洋航運運價強勢拉升,長榮第1季營收達到902億元,優於市場預期,在出貨價
量齊揚下,推估長榮上一季毛利率自去年第4季的33.3%,提升到42.7%,獲利約312億元,季
增幅132%,每股純益5.98元,改寫單季紀錄。
4月蘇伊士運河事件導致歐美塞港更加嚴重,馬士基預估,全球20%的貨櫃運能受到影響,供
給進一步限縮,近期上海出口集裝箱運價指數(SCFI)逐步反映,23日漲到2,979高點,較2
月的2,890高點再墊高。
法人認為,考量航運業的供需結構穩定改善,高運價延續到第3季,應無太大疑慮,長榮2、
3季營運確定保持高檔,推算兩季每股純益將分別成長到6.7元、6.03元,單季獲利新高的趨
勢也確立到下半年。
另一方面,長榮建造新船積極,二年前便啟動縝密布署,因此今年將有四艘2.4萬TEU型及11
艘1.2萬TEU型的船隻加入營運,加上其他中小型船舶,累積規模達26萬TEU。長榮在手訂單
規模又相對龐大,多數船舶在運價相對低檔下定,推估到2023年底,整體運能可達180萬TEU
,全球排名將從第7上升到5-6名。
法人看好遠洋運價持續走升,配合長榮運能增加,營運能見度較同業來得更高,成長性更看
好,上修今年每股純益至22.41元,年增率達380%,股價還有空間,重申「買進」。
長榮貨櫃示意圖。報系資料照
長榮貨櫃示意圖。報系資料照
法人並補充,目前彭博統計,市場平均對長榮今年的每股純益預測為17元,相對樂觀派預測
的20元以上仍有差距,可望有更多機構跟進上修,推動股價繼續上漲。
心得/評論:
恐怖鵝
越喊越高搞出貨
奇怪 怎麼越出越高?
※必需填寫滿20字
----------------------------------發文提醒-------------------------------
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,*[m心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
------------------ 以上注意事項請勿刪除 違者4-1 刪文處分-----------------
--
Tags:
股票
All Comments
By Jessica
at 2021-04-28T01:04
at 2021-04-28T01:04
By Callum
at 2021-04-28T21:29
at 2021-04-28T21:29
By Jacob
at 2021-05-03T09:53
at 2021-05-03T09:53
By Andrew
at 2021-05-08T07:10
at 2021-05-08T07:10
By Thomas
at 2021-05-10T14:27
at 2021-05-10T14:27
By Lily
at 2021-05-15T00:32
at 2021-05-15T00:32
By Hedwig
at 2021-05-19T07:06
at 2021-05-19T07:06
By Connor
at 2021-05-23T14:54
at 2021-05-23T14:54
By Anonymous
at 2021-05-24T01:23
at 2021-05-24T01:23
By Bennie
at 2021-05-24T23:06
at 2021-05-24T23:06
By William
at 2021-05-25T12:47
at 2021-05-25T12:47
By Elma
at 2021-05-26T06:45
at 2021-05-26T06:45
By Emma
at 2021-05-27T18:52
at 2021-05-27T18:52
By Faithe
at 2021-06-01T06:49
at 2021-06-01T06:49
By Rebecca
at 2021-06-05T15:13
at 2021-06-05T15:13
By Dora
at 2021-06-08T17:13
at 2021-06-08T17:13
By Necoo
at 2021-06-13T11:58
at 2021-06-13T11:58
By Isabella
at 2021-06-17T16:44
at 2021-06-17T16:44
By Lucy
at 2021-06-22T12:04
at 2021-06-22T12:04
By Caitlin
at 2021-06-27T08:41
at 2021-06-27T08:41
By Hedda
at 2021-06-27T10:24
at 2021-06-27T10:24
By Necoo
at 2021-07-01T21:48
at 2021-07-01T21:48
By Skylar DavisLinda
at 2021-07-02T19:30
at 2021-07-02T19:30
By Victoria
at 2021-07-06T04:18
at 2021-07-06T04:18
By Kyle
at 2021-07-08T01:31
at 2021-07-08T01:31
By Faithe
at 2021-07-08T16:12
at 2021-07-08T16:12
By Odelette
at 2021-07-11T20:25
at 2021-07-11T20:25
By Faithe
at 2021-07-14T10:41
at 2021-07-14T10:41
By Ingrid
at 2021-07-17T01:52
at 2021-07-17T01:52
By Daniel
at 2021-07-17T09:32
at 2021-07-17T09:32
By Charlotte
at 2021-07-17T10:35
at 2021-07-17T10:35
By Charlie
at 2021-07-17T13:23
at 2021-07-17T13:23
By Hedwig
at 2021-07-21T19:37
at 2021-07-21T19:37
By Emily
at 2021-07-22T08:25
at 2021-07-22T08:25
By Emily
at 2021-07-24T12:56
at 2021-07-24T12:56
By Gilbert
at 2021-07-25T13:36
at 2021-07-25T13:36
By John
at 2021-07-28T16:43
at 2021-07-28T16:43
By Carol
at 2021-07-29T13:50
at 2021-07-29T13:50
By Hardy
at 2021-07-30T04:10
at 2021-07-30T04:10
By Callum
at 2021-07-30T18:29
at 2021-07-30T18:29
By Quanna
at 2021-08-02T03:00
at 2021-08-02T03:00
By Sandy
at 2021-08-03T13:34
at 2021-08-03T13:34
By Quanna
at 2021-08-07T01:26
at 2021-08-07T01:26
By Mia
at 2021-08-10T05:20
at 2021-08-10T05:20
By Doris
at 2021-08-13T06:54
at 2021-08-13T06:54
By Belly
at 2021-08-13T13:14
at 2021-08-13T13:14
By Jessica
at 2021-08-16T10:50
at 2021-08-16T10:50
By Caroline
at 2021-08-18T22:44
at 2021-08-18T22:44
By Rachel
at 2021-08-23T10:16
at 2021-08-23T10:16
By Daniel
at 2021-08-27T09:02
at 2021-08-27T09:02
By Irma
at 2021-08-29T04:41
at 2021-08-29T04:41
By Ina
at 2021-08-29T12:03
at 2021-08-29T12:03
By Leila
at 2021-08-30T12:12
at 2021-08-30T12:12
By Elma
at 2021-09-02T06:51
at 2021-09-02T06:51
By Joe
at 2021-09-06T03:02
at 2021-09-06T03:02
By Andy
at 2021-09-08T16:16
at 2021-09-08T16:16
By Catherine
at 2021-09-10T02:08
at 2021-09-10T02:08
By Quintina
at 2021-09-12T12:35
at 2021-09-12T12:35
By Aaliyah
at 2021-09-14T04:52
at 2021-09-14T04:52
By Daniel
at 2021-09-14T15:22
at 2021-09-14T15:22
By Valerie
at 2021-09-19T00:21
at 2021-09-19T00:21
By Erin
at 2021-09-21T22:23
at 2021-09-21T22:23
By Regina
at 2021-09-26T05:56
at 2021-09-26T05:56
By Lily
at 2021-09-26T12:14
at 2021-09-26T12:14
By Bethany
at 2021-09-30T13:24
at 2021-09-30T13:24
By Yuri
at 2021-10-03T20:04
at 2021-10-03T20:04
By David
at 2021-10-06T05:49
at 2021-10-06T05:49
By Hardy
at 2021-10-07T03:35
at 2021-10-07T03:35
By Ursula
at 2021-10-07T12:48
at 2021-10-07T12:48
By Elizabeth
at 2021-10-11T10:06
at 2021-10-11T10:06
By Agnes
at 2021-10-11T14:51
at 2021-10-11T14:51
By Quintina
at 2021-10-15T22:59
at 2021-10-15T22:59
By Agatha
at 2021-10-20T18:04
at 2021-10-20T18:04
By Hedy
at 2021-10-23T05:53
at 2021-10-23T05:53
By Liam
at 2021-10-26T23:33
at 2021-10-26T23:33
By James
at 2021-10-27T12:59
at 2021-10-27T12:59
By Jack
at 2021-10-30T20:48
at 2021-10-30T20:48
By Audriana
at 2021-11-02T23:15
at 2021-11-02T23:15
By Callum
at 2021-11-06T09:50
at 2021-11-06T09:50
By Edwina
at 2021-11-08T03:21
at 2021-11-08T03:21
By Daph Bay
at 2021-11-11T19:43
at 2021-11-11T19:43
By Mason
at 2021-11-14T23:42
at 2021-11-14T23:42
By Emma
at 2021-11-18T19:55
at 2021-11-18T19:55
By Belly
at 2021-11-21T04:54
at 2021-11-21T04:54
By Freda
at 2021-11-26T04:27
at 2021-11-26T04:27
By Cara
at 2021-11-29T16:33
at 2021-11-29T16:33
By Charlotte
at 2021-12-01T21:52
at 2021-12-01T21:52
By Isla
at 2021-12-03T22:44
at 2021-12-03T22:44
By Leila
at 2021-12-06T20:01
at 2021-12-06T20:01
By Linda
at 2021-12-08T09:34
at 2021-12-08T09:34
By Xanthe
at 2021-12-09T03:58
at 2021-12-09T03:58
By Ivy
at 2021-12-13T12:06
at 2021-12-13T12:06
By Oscar
at 2021-12-13T17:57
at 2021-12-13T17:57
By Sierra Rose
at 2021-12-17T19:24
at 2021-12-17T19:24
By Ophelia
at 2021-12-18T18:16
at 2021-12-18T18:16
By Elma
at 2021-12-21T05:40
at 2021-12-21T05:40
By Anonymous
at 2021-12-23T23:25
at 2021-12-23T23:25
By Mary
at 2021-12-28T00:46
at 2021-12-28T00:46
By Kumar
at 2022-01-01T01:07
at 2022-01-01T01:07
By John
at 2022-01-01T15:24
at 2022-01-01T15:24
By Anonymous
at 2022-01-04T08:40
at 2022-01-04T08:40
By Frederica
at 2022-01-04T14:59
at 2022-01-04T14:59
By Elizabeth
at 2022-01-06T01:17
at 2022-01-06T01:17
By Hedda
at 2022-01-08T07:30
at 2022-01-08T07:30
By Joe
at 2022-01-09T05:35
at 2022-01-09T05:35
By Hedy
at 2022-01-10T09:34
at 2022-01-10T09:34
By Lauren
at 2022-01-10T12:10
at 2022-01-10T12:10
By Agnes
at 2022-01-14T12:06
at 2022-01-14T12:06
By Susan
at 2022-01-14T16:40
at 2022-01-14T16:40
By Elvira
at 2022-01-15T03:10
at 2022-01-15T03:10
By Lucy
at 2022-01-20T02:28
at 2022-01-20T02:28
By Delia
at 2022-01-20T06:26
at 2022-01-20T06:26
By Eartha
at 2022-01-23T09:32
at 2022-01-23T09:32
By Todd Johnson
at 2022-01-23T17:10
at 2022-01-23T17:10
By Emily
at 2022-01-25T19:21
at 2022-01-25T19:21
By Olivia
at 2022-01-29T00:32
at 2022-01-29T00:32
By Lydia
at 2022-01-31T01:08
at 2022-01-31T01:08
By John
at 2022-01-31T10:13
at 2022-01-31T10:13
By Selena
at 2022-02-01T01:22
at 2022-02-01T01:22
By Isabella
at 2022-02-04T13:18
at 2022-02-04T13:18
By Carolina Franco
at 2022-02-07T09:32
at 2022-02-07T09:32
By Edwina
at 2022-02-09T17:22
at 2022-02-09T17:22
By Joe
at 2022-02-12T02:20
at 2022-02-12T02:20
By Lauren
at 2022-02-15T22:30
at 2022-02-15T22:30
By Gilbert
at 2022-02-17T00:39
at 2022-02-17T00:39
By Robert
at 2022-02-19T13:32
at 2022-02-19T13:32
By Caroline
at 2022-02-23T04:34
at 2022-02-23T04:34
By Hardy
at 2022-02-27T02:39
at 2022-02-27T02:39
By Olga
at 2022-02-27T08:37
at 2022-02-27T08:37
By Quanna
at 2022-03-02T15:45
at 2022-03-02T15:45
By Poppy
at 2022-03-06T00:51
at 2022-03-06T00:51
By Gary
at 2022-03-08T05:38
at 2022-03-08T05:38
By Ivy
at 2022-03-09T16:13
at 2022-03-09T16:13
By Isabella
at 2022-03-12T03:22
at 2022-03-12T03:22
By Damian
at 2022-03-16T02:10
at 2022-03-16T02:10
By Agnes
at 2022-03-19T16:56
at 2022-03-19T16:56
By Anonymous
at 2022-03-23T06:58
at 2022-03-23T06:58
By Mary
at 2022-03-27T12:38
at 2022-03-27T12:38
By Kristin
at 2022-04-01T02:52
at 2022-04-01T02:52
By Kumar
at 2022-04-03T10:05
at 2022-04-03T10:05
Related Posts
0426 上市櫃外資投信同買排行
By Frederic
at 2021-04-26T18:27
at 2021-04-26T18:27
跟老王相性不合還不退會的該怎麼勸
By Catherine
at 2021-04-26T18:27
at 2021-04-26T18:27
2402 毅嘉 徵才投機多
By Kristin
at 2021-04-26T18:19
at 2021-04-26T18:19
嘎尾到月球
By Olga
at 2021-04-26T18:11
at 2021-04-26T18:11
0426 上市櫃投信買超金額排行
By Linda
at 2021-04-26T18:11
at 2021-04-26T18:11