長榮，樂觀多 - 股票

By Iris
at 2021-05-13T13:33

Table of Contents

這兩天因為大盤加美股局勢，連帶使長榮吞了2根跌停，

但冷靜思考一下航運股局勢，我仍然認為近期內股價還是會拉回來，理由如下：

1. 運價沒有跌，五月甚至還上漲，雖然有4月份營收月減的不確定因素，但這運價只要不
崩盤，5、6月營收仍可期待，我個人推測獲利應該只略遜第一季。

2. 第一季都賺7元了，今年保守看絕對保底EPS 10以上，因此目前這樣的股價不合理。

基於以上，雖然目前有疫情+通膨+國際因素影響，我仍然維持看多。

--

Tags: 股票

All Comments

By Adele
at 2021-05-16T03:31

要看融資什麼時候洗乾淨

By Ina
at 2021-05-18T09:50

好在崩兩根

By Edwina
at 2021-05-20T22:35

下去...回到30-40元

By Zenobia
at 2021-05-24T09:24

不要信心喊話惹孩子

By Brianna
at 2021-05-28T20:59

=========太好了終於有知音!!! 太委屈了航運!!

By Lauren
at 2021-05-31T15:27

現股的沒差，app刪掉每天抄心經

By Annie
at 2021-06-05T05:56

對帳單

By Freda
at 2021-06-06T06:25

我相信因為我還在船上

By Margaret
at 2021-06-10T12:54

等知道運價跌，都40見了

By Elma
at 2021-06-14T05:29

基本面沒有問題，一些短期交易客也洗得差不多了

By Poppy
at 2021-06-16T19:59

真的要好好看待疫情引發的恐慌

By Agatha
at 2021-06-21T02:51

但是最大的問題是投信可能開始殺肉了

By Hardy
at 2021-06-25T14:33

明天再跌停,你的心就開始動搖

By Carolina Franco
at 2021-06-28T07:25

看你這麼緊張那大概還會吃好幾根綠k了

By Poppy
at 2021-07-02T07:41

別反串了

By Lauren
at 2021-07-04T14:10

已反應

By Mason
at 2021-07-09T03:51

還在基本面下去

By Kelly
at 2021-07-11T13:26

好多抄底

By Quintina
at 2021-07-12T21:10

我現股all in 正在抄心經

By Vanessa
at 2021-07-15T23:16

本來就超漲

By Hardy
at 2021-07-18T11:40

大家都知道先洗到你還有人生

By Christine
at 2021-07-19T09:06

再跌到50,你開始懷疑是不是有未爆彈

By Olive
at 2021-07-23T21:06

融資洗乾淨起碼還要兩根吧

By Ida
at 2021-07-24T07:08

誰不知道EPS會好？

By Belly
at 2021-07-25T13:05

好越買越便宜

By Oliver
at 2021-07-27T12:55

看到一年十塊這分析可以直接pass

By Oscar
at 2021-07-27T21:14

我也是看多但這大盤...

By Annie
at 2021-07-28T05:52

航酸出籠，讚讚讚

By Puput
at 2021-08-01T04:16

不要再發了安靜

By Leila
at 2021-08-04T15:53

基本面，笑死，景氣循環在看基本面的

By Cara
at 2021-08-05T07:32

同樣的內容把航運換成面板...

By Anonymous
at 2021-08-08T12:34

哭惹

By Michael
at 2021-08-11T10:34

真的委屈太委屈了吧

By Kelly
at 2021-08-15T09:50

回到一月樣子了，我喜歡

By Mia
at 2021-08-17T23:36

就像買國喬不會看報價做

By Elma
at 2021-08-21T04:48

融資至少先清到2000億以下再想反彈

By Tracy
at 2021-08-24T18:53

eps好的電子一堆沒資金行情就是下去

By Jessica
at 2021-08-26T08:49

一般說股價拉回來不是說漲多修正嗎？

By Brianna
at 2021-08-29T08:42

版上超級超級多海運文= =套多少散戶

By Ida
at 2021-09-02T13:02

明天160

By Adele
at 2021-09-06T05:28

你這樣標準價值陷阱，覺得基本面好股價不可能不回來

By Blanche
at 2021-09-10T14:22

作夢?

By Delia
at 2021-09-11T10:16

10塊個頭不到半年就有了

By Franklin
at 2021-09-16T03:02

怎麼會略遜第一季接下來是航運旺季耶只會越來越高

By Gilbert
at 2021-09-19T23:50

45才會止跌

By Anthony
at 2021-09-23T23:11

護盤喔

By William
at 2021-09-27T21:34

航運真心委屈

By Zenobia
at 2021-10-01T17:37

那ic設計在跌屁

By Iris
at 2021-10-03T16:24

eps10 給2倍本益比 20塊極限了

By Charlotte
at 2021-10-06T23:48

提醒你，想想一月份，散戶恐慌，難道大戶會留著在山
上洗碗？

By Rosalind
at 2021-10-07T19:36

短空長多

By Sarah
at 2021-10-08T17:20

好啦今年只賺7塊@v@b

By Donna
at 2021-10-11T13:02

還有保守EPS10 你當接下來三季每季都只有1嗎?

By Una
at 2021-10-14T06:19

你低估了外資早知道eps至少20幾但是人家就想砍

By Quintina
at 2021-10-19T05:25

天天都便宜殺爆融資當沖嘻嘻

By Aaliyah
at 2021-10-22T19:30

還記得前幾年撼訊單月eps4後的大家追單的盛況跟後

By Brianna
at 2021-10-26T14:21

續的股價表現嗎？

By Agnes
at 2021-10-30T19:20

不要再騙人接刀好嗎

By Jacob
at 2021-11-02T03:30

我要出100，拜託請抬轎

By Quanna
at 2021-11-04T08:09

95T腳麻跑不動QQ

By Ophelia
at 2021-11-05T01:17

還沒還有人叫囂= =

By Jake
at 2021-11-06T14:31

明天會不會又跌停版~期待

By Eartha
at 2021-11-10T06:02

不樂觀～有對帳單再補推

By Cara
at 2021-11-12T12:29

提醒這種股票不看eps只看情緒

By Linda
at 2021-11-16T18:49

股版發言永遠有航酸何必呢

By Skylar Davis
at 2021-11-21T05:27

散戶不想出拖到最後才砍掉

By Anonymous
at 2021-11-23T12:57

哇勒還有人壯膽

By Kyle
at 2021-11-24T09:22

近期內不可能拉，殺完融資，還要打底，你以為天天
都v哦

By Aaliyah
at 2021-11-27T21:16

明天再一根

By Tom
at 2021-11-29T17:39

明天會再跌吧等記者會囉

By Ina
at 2021-12-02T19:10

低調點現在航酸聲音比較大聲

By Noah
at 2021-12-07T03:40

40我幫你抬轎

By Robert
at 2021-12-10T23:33

已在抄 https://i.imgur.com/wq9vEYg.jpg

By Heather
at 2021-12-12T14:57

心態正確

By Barb Cronin
at 2021-12-15T22:26

賣光光了

By Tracy
at 2021-12-20T20:10

投資航運的追高韭菜還在基本面？投機就投機不要

By Daph Bay
at 2021-12-24T03:28

看基本面

By Lauren
at 2021-12-24T11:35

我看多但是我再等更便宜的船票

By Zenobia
at 2021-12-29T04:15

最近是沒考慮船上有多少印度船員....

By Yedda
at 2022-01-01T01:45

ok 你先買https://i.imgur.com/Poo5sCZ.jpg

By Victoria
at 2022-01-03T08:08

來樓下你說說飆股回測一般是幾成？

By Puput
at 2022-01-04T15:15

加油建議貸款繼續攤平本多終勝

By Isabella
at 2022-01-05T14:04

回測30%就太多了

By Madame
at 2022-01-07T17:48

我買面板的時候也是一直用基本面安慰自己..

By Genevieve
at 2022-01-10T16:36

大逃殺時基本面不如一碗泡麵

By Hamiltion
at 2022-01-15T16:09

航運沒有輸！

By Belly
at 2022-01-18T21:11

聽說基隆那個有後續，等兩點公布後再推文

By Olga
at 2022-01-23T08:03

航運古戰神來了

By Faithe
at 2022-01-26T04:23

真的委屈了

By Edward Lewis
at 2022-01-29T15:14

我被洗出去再跟大家說

By Kelly
at 2022-02-01T08:12

早上就說了不要幻想航海王，已經變潛水王了，美國
爸爸要出手，誰敢擋

By Wallis
at 2022-02-05T03:32

會這樣樂觀成本應該才2.30

By Kumar
at 2022-02-09T06:45

FJ長榮10幾塊就在喊了，當時46崩回30還有人嗆他
事實證明當時崩回30嗆FJ韭菜的才是真韭菜

By Tracy
at 2022-02-12T05:12

就是要洗光融資當沖仔

By Quanna
at 2022-02-12T21:43

奇怪一堆人突然變航酸好可怕

By Barb Cronin
at 2022-02-17T17:34

融資多成這樣，自己想是大戶願不願意拉

By Kelly
at 2022-02-20T04:06

自己回去看FJ的文章吧，底下一堆呵呵

By Jessica
at 2022-02-20T22:28

逃都來不及了

By Gary
at 2022-02-24T15:29

有面板的例子真的要做好一路殺回50的心理准備

By Barb Cronin
at 2022-02-28T10:11

現在就是散戶信心全失跟著多殺多

By Ida
at 2022-02-28T18:38

今天雖然賣了但還是會想買只是想看船票會不會更低

By Rae
at 2022-03-02T15:09

反應了

By Dorothy
at 2022-03-05T16:00

我只有一張不怕

By Jake
at 2022-03-06T11:56

股災來時賺多少一樣被殺

By Emily
at 2022-03-06T14:58

一堆已知的事情不要每天重複講啦，很慌齁

By Bennie
at 2022-03-09T21:20

好了啦不要再騙自己了

By Olive
at 2022-03-10T21:25

推FJ

By Kama
at 2022-03-13T23:33

50叫我

By Blanche
at 2022-03-16T11:15

把ptt刪掉才抱得住

By Frederica
at 2022-03-20T10:51

一定會v回來的，不知道何時而已

By Elma
at 2022-03-22T18:53

不能賺錢幹嘛拉

By Mia
at 2022-03-23T10:16

面板到今天已經41%了航運保重

By Hardy
at 2022-03-24T09:56

這叫啥吹哨壯膽

By Blanche
at 2022-03-28T22:13

連崩十根後我也是看多

By Donna
at 2022-03-30T01:43

你講的這些有用，那面板三喵怎麼還躺在地上啊？

By Blanche
at 2022-03-30T17:08

這位FJ比航海王還早出來喊盤好嗎一堆新警察在那嗆

By Dora
at 2022-04-02T18:31

推推

By Joseph
at 2022-04-06T21:21

明天再一根

By Thomas
at 2022-04-09T11:25

收到，給我再吃兩根再說

By Odelette
at 2022-04-10T06:35

我在40層等你

By Kyle
at 2022-04-11T19:34

人家馬士基今年漲不到10%

By Emma
at 2022-04-12T00:01

面版前兩個禮拜也是每天信心喊話還不是每天跌

By Sandy
at 2022-04-14T04:38

推你～我還持有長榮

By Jessica
at 2022-04-18T12:14

兩根要才開始擔心融資多殺多

By Brianna
at 2022-04-21T19:37

沒事啦看壞就賣看好就撿 94這麼簡單

By Ethan
at 2022-04-25T22:09

唉還在基本面以為大家都不知道嗎？真是套牢仔最
脆弱的浮木

By Ida
at 2022-04-29T12:17

今天還有27000掛跌停，感覺至少還要吃一根

By Puput
at 2022-05-01T20:06

這跟2018國巨買在1300的理由好像
缺貨看不到盡頭=運價還在漲

By Adele
at 2022-05-05T19:48

+7 -2 -2 -3 = 0

By Puput
at 2022-05-09T02:19

價格下來的時候已經屍橫遍野

By Jacky
at 2022-05-13T13:38

拜託明天開盤大漲讓我

By Audriana
at 2022-05-15T01:32

每天都有一樣的文耶

By Rosalind
at 2022-05-15T21:00

信心喊話的都是壞人。腳麻拉人抓交替

By Jake
at 2022-05-19T07:18

昨天跟今天都小買一點前面成本40放著沒賣

By Carolina Franco
at 2022-05-21T18:27

現代商船一個跳水雪上加霜

By Agatha
at 2022-05-26T17:53

推FJ 我也一張不賣，愈跌愈撿

By Leila
at 2022-05-30T16:47

67見

By Eartha
at 2022-05-31T21:14

誰給你的勇氣接刀梁靜茹是不是?

By Jake
at 2022-06-02T04:56

先推戰神大信心加持

By Joe
at 2022-06-05T20:16

明天再跌停看看啊!!我考慮接幾張!

By Faithe
at 2022-06-06T07:54

哈哈哈哈

By Ina
at 2022-06-09T12:00

還在看基本面做股票難怪賠錢

By Isabella
at 2022-06-10T08:07

這裡不是同學會

By Jessica
at 2022-06-13T02:19

明天再一根就正式跌破前波大量高點..不跑你就沒機會

By Donna
at 2022-06-14T13:03

六倍本夢比 60差不多

By Edith
at 2022-06-16T21:24

雖然我今天上船了，但你用PE估是有問題的，10倍PE
是未來獲利能持續的隱含假設

By Liam
at 2022-06-20T04:39

先知

長榮，樂觀多 - 股票

All Comments

Related Posts

再發三倍券的可能？

航運股是在跌什麼?

長榮CB定價95元

豪展 Q1每股大賺4.89元

陽明是船還是潛水艇？