長榮 2603 基本面強大多。 - 股票

By Lydia
at 2020-08-27T11:49

Table of Contents

1. 標的：長榮

2. 分類：多

3. 分析/正文：

基本面：運價持續上漲。第二季賺0.66元，6月單月賺0.35，七月營收優於六月營收。

如果七月營收主要是來自於報價的上漲，
需求量與六月相同不變之下，營收增加約8%。

運價上漲，理論上不會影響營業成本及營業費用。

如果假設7月的成本與第二季相同。

稅前利益有機會達到3889百萬元。
單月毛利率提高至29%
單月稅前eps可能在0.78-0.8元
以下是我的估算。
https://i.imgur.com/kcIZAz9.jpg

籌碼面：三大法人持續同步買超，想必應該估算到未來的獲利真的很強。

現在的天花板是未來的樓地板。
技術線：kd持續高檔鈍化，今天大盤再殺，也殺不下去，是因為有強大的基本面保護住。

對帳單：
https://i.imgur.com/SEop6b7.jpg

4. 進退場機制：(非長期投資者，必須有停損機制)
進場：已進場，平均成本16塊，20塊以下基本很安全。
退場：第三季財報公布，或是股價來到30-40-50分批出場。

--

Tags: 股票

All Comments

By Suhail Hany
at 2020-08-31T19:39

噴上去了才在推...

By Gilbert
at 2020-09-05T06:10

樓下會說他都不碰航運

By Zenobia
at 2020-09-07T22:22

對帳單

By Erin
at 2020-09-10T11:51

空姐不復工就無腦多

By Rae
at 2020-09-13T10:58

88準得套牢

By Puput
at 2020-09-14T13:19

一堆人在12塊，你在那邊16塊...

By Kyle
at 2020-09-17T00:19

30！

By Callum
at 2020-09-18T06:15

四樓在說啥...y

By Audriana
at 2020-09-18T23:45

今天被洗出去了QQ

By Ina
at 2020-09-20T06:26

會不會買股票阿

By Sierra Rose
at 2020-09-22T15:54

船上玩空姐新手法

By Madame
at 2020-09-27T07:05

航運啦，不是航空啦

By Yedda
at 2020-10-01T21:16

推分析

By Isabella
at 2020-10-05T17:41

噴噴噴

By Olga
at 2020-10-09T13:19

我ok,你先買

By Olga
at 2020-10-12T20:18

你的對帳單呢

By Dora
at 2020-10-14T09:41

空姐無薪價貨運爽爽賺航運股逆勢反彈

By Catherine
at 2020-10-18T15:02

這檔目前當沖一堆...

By Dora
at 2020-10-22T19:53

位什麼不拉excel要手寫？

By Jack
at 2020-10-27T18:49

對帳單先貼出來

By Kelly
at 2020-10-27T22:54

所以我說你的對帳單呢

By Tristan Cohan
at 2020-10-31T10:30

別害人，融資3萬增加至12萬5千張

By Edwina
at 2020-10-31T17:54

船上沒有空姐...

By Franklin
at 2020-11-03T02:38

14塊多買的慢慢蹲

By Edwina
at 2020-11-04T17:09

反正現在空姐也沒事做，不如送去同集團的船上工作

By Blanche
at 2020-11-08T08:49

有聞到當初合一一堆腦散戶的味道

By Audriana
at 2020-11-10T21:20

拍謝沒看到編輯後的補推

By Susan
at 2020-11-13T00:04

15買 16以下車

By Enid
at 2020-11-13T23:02

11買，看戲中...

By Ivy
at 2020-11-14T02:21

現在會不會太高啊

By Sandy
at 2020-11-14T04:35

好有錢啊

By Hazel
at 2020-11-18T12:37

有對帳單給推但30 40 50 會不會太唬爛

By Iris
at 2020-11-21T04:18

散戶人踩人，你應該是進來踩散戶ㄉXD 山頂人好多，

By Jessica
at 2020-11-22T13:57

這檔老闆品德要考慮，未來配多少還很難說

By Freda
at 2020-11-26T19:31

15買，16已下車

By Quanna
at 2020-11-30T14:31

雖然這分析有跟沒有都差不多，不過有對帳單給推

By Madame
at 2020-12-03T16:14

12塊放著不動

By Enid
at 2020-12-08T07:51

原來這隻已經16了

By Victoria
at 2020-12-08T09:27

還沒20就在喊50太誇張

By Ophelia
at 2020-12-12T22:11

9元有進等你

By Olive
at 2020-12-17T09:37

跟散戶對做就對了

By Daniel
at 2020-12-21T00:33

太猛了

By Ivy
at 2020-12-23T02:12

推

By Hardy
at 2020-12-24T11:20

11買還在看戲

By Zanna
at 2020-12-28T03:05

長榮很貴可以來買長榮航 99長榮航

By Olive
at 2020-12-29T01:06

這幾天上衝下洗，散戶已經洗掉不少了吧

By Cara
at 2020-12-31T04:58

感謝鬆哥推薦

By Faithe
at 2021-01-01T12:13

11買等不住

By Skylar Davis
at 2021-01-01T13:41

運價只有美國上漲啦但是下個月歐洲也漲很多

By Jessica
at 2021-01-04T03:45

這隻快沒肉了還20

By Tracy
at 2021-01-08T17:10

羨慕銀蛋多

By Joseph
at 2021-01-10T11:17

我成本12.5

By Regina
at 2021-01-11T03:02

看到股價停利點304050還以為眼花

By Elvira
at 2021-01-12T15:58

這真的不行都噴上去才在追

By Tracy
at 2021-01-12T22:40

https://imgur.com/gallery/NLsAdc8 幫支援

By Joseph
at 2021-01-15T22:10

11已買還叫同事買都快賺50%了...

By Tracy
at 2021-01-16T00:37

還沒上20低調點好嗎

By Isabella
at 2021-01-17T14:56

20都沒摸到就在那邊304050，當這裡菜市場隨便喊就對
了……

By Ina
at 2021-01-22T09:59

10塊買 11就賣了是我韭菜

By Linda
at 2021-01-26T12:47

這檔最多19塊多，不會到20元

By Elizabeth
at 2021-01-30T05:10

19差不多~

By Jessica
at 2021-02-01T08:31

長榮哥是你？？

By Odelette
at 2021-02-03T11:41

有對帳單。。推。。你一定會賺的

By George
at 2021-02-04T21:28

這家最近不是在網內互打嗎還沒清楚前先觀望好了

By Erin
at 2021-02-04T22:33

有點猛

By Ivy
at 2021-02-07T12:33

30以上?

By Ursula
at 2021-02-10T12:55

不是都在出貨了嗎

By Caroline
at 2021-02-13T06:08

開融資還買零股是...？

By Quanna
at 2021-02-15T12:04

https://i.imgur.com/pW6Uv6s.jpg

By Yuri
at 2021-02-20T03:11

https://i.imgur.com/qq4vOMw.jpg

By Tom
at 2021-02-25T02:54

買航空股????? 傻了嗎??

By Victoria
at 2021-02-25T23:38

融資買在16.6，難怪急了

By Ingrid
at 2021-02-27T09:46

推營業費用應該會上升一些油價跟邊際吊櫃成本但Q
3還是大賺

By Bethany
at 2021-02-28T11:46

那是長榮海運，不是長榮航...

By Frederica
at 2021-03-02T17:55

我覺得頂多20

By Liam
at 2021-03-07T04:43

IFO380柴油跟六月比有漲大約50美元.這個成本有上升

By Leila
at 2021-03-10T15:29

大戶4你

By Aaliyah
at 2021-03-12T20:42

估到30太樂觀啦！有破二十就要準備閃了....

By George
at 2021-03-17T13:09

長榮航差一個字，目前還在地板

By Christine
at 2021-03-19T15:44

要淡季了

By Frederica
at 2021-03-20T10:24

18都有得等了好吧

By John
at 2021-03-21T21:26

不可能20啦！還融資買勒笑死人

By Jessica
at 2021-03-26T00:05

追高很怕齁嘻嘻

By Caitlin
at 2021-03-29T21:42

10萬股是零股喔? XD

By Oscar
at 2021-03-30T14:21

16今天已獲利了結

By Queena
at 2021-04-04T08:28

抬轎？

By Edith
at 2021-04-06T09:20

小聲推都說ptt留言是反指標了

By Hazel
at 2021-04-07T22:02

帶空姐上船，很有想像空間

By Freda
at 2021-04-08T09:28

喊30 40 50太保守我看至少100!!

By Thomas
at 2021-04-08T20:17

差點以為你是韓國人，那筆記難倒我了。

By Ingrid
at 2021-04-11T14:20

99長榮航

By Lily
at 2021-04-11T17:13

高檔鈍化差不多了，哥先出一半

By Hazel
at 2021-04-16T12:49

我在山頂好冷嗚嗚嗚被套好久了都除權了咦！現在
16塊了
！！好像沒虧了喔

By Valerie
at 2021-04-19T06:02

我覺得大概就這價位上上下下了

By Enid
at 2021-04-19T18:46

你是我第一個看到喊30以上的

By Daniel
at 2021-04-21T12:09

我還有100張，等18賣

By Emma
at 2021-04-22T05:08

看到鄉民都說不可能20 我就放心了

By Elvira
at 2021-04-26T10:56

疫情結束一定會有一段大噴，看想不想等而已

By Daniel
at 2021-04-27T08:19

林媽媽說22

By Linda
at 2021-04-28T16:06

20塊有機會。30塊好像太扯了。

By Hedda
at 2021-04-30T12:45

支持至少20，30要看Q3

By Rosalind
at 2021-05-03T13:42

林媽媽是誰????

By George
at 2021-05-06T02:25

99 2618

By Jake
at 2021-05-06T08:49

公司大股東在吵，早晚崩壞

By Michael
at 2021-05-10T01:19

人家松哥10.8叫大家買沒人理XD

By Anonymous
at 2021-05-13T17:06

會盤一陣子 Q2剛過得等Q3 要有耐心了

By Ursula
at 2021-05-18T12:17

這ㄓ應該19是極限

By Lauren
at 2021-05-19T00:59

2603992618

By Anonymous
at 2021-05-23T14:19

2015年客運+貨運大賺股價也才21左右最多15就不錯了

By Oliver
at 2021-05-27T12:14

有單給推，勇者無懼！

By Dorothy
at 2021-05-28T17:38

以為在說長榮航原來是海說錯幫補血

By Andy
at 2021-06-02T07:45

給推

By Rosalind
at 2021-06-07T03:48

想抬轎找下車點喔

By Poppy
at 2021-06-10T00:39

基本面是落後指標

By Charlotte
at 2021-06-14T12:08

衝著中國演習、長榮船在旁亂入這點我就買

By Jacky
at 2021-06-19T01:58

長榮無視老共演習，強。

By Christine
at 2021-06-22T00:08

推現在的樓地板是未來的天花板

By William
at 2021-06-22T18:01

已上船坐穩了，上看30

By Bethany
at 2021-06-26T16:36

航運業內也才看20 你太狂了~給精神鼓勵

By Tristan Cohan
at 2021-06-30T08:35

感恩原PO信心加持空軍就是要你這種燃料XD

By Hamiltion
at 2021-07-01T12:30

上一個發文推的隔天就被狙

By Poppy
at 2021-07-01T22:53

準備反向操作????

By Christine
at 2021-07-04T04:58

幫推！自己的年終自己賺...

By Rebecca
at 2021-07-05T21:21

成本11塊今天大暴崩還是有賺

By Robert
at 2021-07-08T02:33

技術分析可進場，但是想知道準確的目標價

By Christine
at 2021-07-11T04:25

保重

By Charlie
at 2021-07-13T07:56

成本11多坐等20～

By Madame
at 2021-07-14T10:57

請好好想想上次漲到18元的經驗，一堆散戶套在那邊

By Hamiltion
at 2021-07-19T04:09

今天投信+2400 外資+21664

By Ophelia
at 2021-07-20T05:05

早蟹...QQ

By Edith
at 2021-07-20T15:39

法人大買，看來還有戲

By Dorothy
at 2021-07-21T12:19

12.1出掉幹翻

By Thomas
at 2021-07-26T08:24

油價沒漲多少運費沒掉當然直接加加減減啊這麼簡單

By Quanna
at 2021-07-29T15:05

Q2只是漲美西，現在連歐洲線都要漲，預估獲利又要
往上調整了

By Xanthe
at 2021-08-02T10:07

新船都要開始攤提了…
資金熱炒行情不要亂追

By Jessica
at 2021-08-04T14:12

噓對帳單，人家貼人就改噓抬轎，有對帳單就推拉!

By Hedda
at 2021-08-09T05:35

外資今天大買超，船要開囉

By Xanthe
at 2021-08-13T19:14

抱不住的麻煩趕快出一出，幾十張的整天在問要不要出

By Suhail Hany
at 2021-08-14T23:38

了，人家買幾千幾萬張都沒在怕了...膽子小麻煩就乖
乖工作

By Megan
at 2021-08-16T00:16

完惹開始盤整

By Jessica
at 2021-08-19T17:54

就說跟散戶做對準沒錯...

By Christine
at 2021-08-23T10:20

https://i.imgur.com/FW8HOJB.jpg

By Damian
at 2021-08-23T22:04

有一堆好標的，又何必跟這檔已經被拉高的，沒看到
面板在跟你揮手揮很久了._.\~/

By Elvira
at 2021-08-26T14:33

看不懂但算這麼用心跟2張單

By Andy
at 2021-08-31T13:19

兩位數要喊三位數是規矩知道嗎

By Daniel
at 2021-08-31T21:30

一堆嘴鬆哥的人勒ㄏ

By Gary
at 2021-09-01T14:02

4300張！長榮王非你莫屬，佩服！

By Enid
at 2021-09-02T11:40

完了

By Victoria
at 2021-09-05T04:21

4300張? 大戶主力4NI?

By Linda
at 2021-09-05T23:16

好強！4300張的散戶嗎？

By William
at 2021-09-10T16:51

豪猛比我知道的500張大哥猛

By Jacob
at 2021-09-14T14:56

長榮猛猛的

By Dora
at 2021-09-16T09:10

4300張!

By Tracy
at 2021-09-16T10:11

https://i.imgur.com/vX65gPd.jpg

By Kumar
at 2021-09-21T01:44

受小弟一拜，好多長榮王

By Edwina
at 2021-09-21T12:21

推推

By Faithe
at 2021-09-22T16:46

感謝抬轎

By Olive
at 2021-09-25T21:51

靠中實戶嗎

By Lauren
at 2021-09-26T16:19

過20加碼!!

By Lydia
at 2021-09-30T13:49

好多中實戶.......

By Lauren
at 2021-10-03T13:27

前幾年好的時候有到25

By Ida
at 2021-10-05T14:49

推強大多

By Erin
at 2021-10-09T00:03

漲破18推

By Ida
at 2021-10-13T14:07

笑死看推文真的一堆反指標XDDD

By Joseph
at 2021-10-13T18:42

還有航空跟海運分不清楚的XDDD

By Ula
at 2021-10-15T02:24

11買18賣先走啦各位

By Eden
at 2021-10-18T06:39

現在出下禮拜就追不回來了....

By Zenobia
at 2021-10-22T13:59

強喔賺翻

By Megan
at 2021-10-25T22:59

今天差點破19

By Enid
at 2021-10-26T15:18

看到真的很多反指標=.=，這檔下禮拜就要挑戰20了

By Charlotte
at 2021-10-28T18:36

這隻覺得20會有

By Kristin
at 2021-10-31T11:16

超多反指標，還有說15已經很高了，顆顆。

By Aaliyah
at 2021-11-02T03:44

就說跟著散戶反著做

By Xanthe
at 2021-11-05T02:47

漲破19推

By Dorothy
at 2021-11-10T00:34

19.6賣掉，謝謝分享

By Selena
at 2021-11-14T20:26

之前買14住了兩年套房

By Poppy
at 2021-11-15T18:46

萬綠叢中一點紅，漲到19推

By Kama
at 2021-11-19T23:35

感謝各位支持～～

By Puput
at 2021-11-22T03:11

原po如果沒賣已經大爆賺了

By Hamiltion
at 2021-11-23T07:59

真先知，來拜一下

By Agnes
at 2021-11-26T22:30

感謝分享, 目前賺了40%

By Selena
at 2021-11-27T20:04

朝聖

By Annie
at 2021-12-01T23:42

原po今天還沒賣的話大概已經賺200萬了

By Dora
at 2021-12-06T08:22

朝聖

By Ula
at 2021-12-07T21:45

朝聖

By Frederic
at 2021-12-10T05:05

朝聖回頭看推文真的....XD

By Una
at 2021-12-12T04:25

強強強

By Carolina Franco
at 2021-12-13T04:20

長榮讚讚！

By Todd Johnson
at 2021-12-15T22:58

樓主應該賺300萬了

By Callum
at 2021-12-18T22:33

看推文，臉真腫

By Donna
at 2021-12-19T02:31

猛

By Liam
at 2021-12-21T11:31

朝聖看一下你就知道ptt股版真的一堆白癡

By Jack
at 2021-12-23T04:02

朝聖一下真的很屌

By Olga
at 2021-12-25T02:07

看看那些說漲了才買的xDD

By Jessica
at 2021-12-28T17:20

朝聖最早的長榮王

長榮 2603 基本面強大多。 - 股票

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