長榮,樂觀多 - 股票

By Rosalind
at 2021-05-21T15:31
at 2021-05-21T15:31
Table of Contents
我發這篇的時候長榮好像70多元的樣子,當時下面好像一堆推文冷嘲熱諷,今天除了來鞭
屍一下,順便針對近期運價發表看法:
1. 五月運價如我所說確實上漲,但漲幅有點超乎我意料,這次船公司幾乎一毛不減全額G
RR,目前聽說客戶集體跳腳但又無可奈何。
2. 7月旺季即將到來,長榮第三季陸續又有2.2萬TEU新船下水,這種大船也只有歐洲線塞
得下,營收一定大增,但我不確定取代的船型是不是原先2萬TEU的船,這種船美西應該也
放不下,所以應該是1.4萬TEU的丟到美線吧,歐洲保留2萬TEU+的船。
3. 這邊提一下陽明,雖然陽明最近表現很好,但我實在沒印象陽明有造什麼大船,再加
上先前決策僵化錯誤導致的連連虧損。所以我對於陽明能漲這麼高倒也完全沒料到,只能
說這種大多頭時代連陽明都可以變賺錢公司也是一個奇葩。
--
屍一下,順便針對近期運價發表看法:
1. 五月運價如我所說確實上漲,但漲幅有點超乎我意料,這次船公司幾乎一毛不減全額G
RR,目前聽說客戶集體跳腳但又無可奈何。
2. 7月旺季即將到來,長榮第三季陸續又有2.2萬TEU新船下水,這種大船也只有歐洲線塞
得下,營收一定大增,但我不確定取代的船型是不是原先2萬TEU的船,這種船美西應該也
放不下,所以應該是1.4萬TEU的丟到美線吧,歐洲保留2萬TEU+的船。
3. 這邊提一下陽明,雖然陽明最近表現很好,但我實在沒印象陽明有造什麼大船,再加
上先前決策僵化錯誤導致的連連虧損。所以我對於陽明能漲這麼高倒也完全沒料到,只能
說這種大多頭時代連陽明都可以變賺錢公司也是一個奇葩。
--
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