長榮、陽明目標價 法人上修至55元、43元 - 股票
By Erin
at 2021-03-23T10:33
at 2021-03-23T10:33
Table of Contents
原文標題:
長榮、陽明目標價 法人上修至55元、43元
原文連結:
https://money.udn.com/money/story/5607/5334620
發布時間:
2021-03-22 11:36
原文內容:
航運指標股長榮(2603)、陽明(2609)公布獲利亮眼,法人財測再度上修。大型投顧表
示,受到缺櫃情況遲遲未能緩解,預估遠洋線運價保持高檔,有利長榮、陽明獲利再攀高
,估計雙雄今年每股純益(EPS)都有大賺13-14元的實力,目標價分別上修到55元、43元
。
投顧法人表示,美洲線運價居高不下,歐洲線運價先前也創歷史新高,推估長榮去年第4
季EPS有3.05元,全年達5.14元。而今年以來,缺櫃現象仍未緩解,遠洋線運價估計保持
高檔,航商首季營運確定不淡,長榮稅後獲利估達336億元,EPS 6.45元。
法人進一步表示,今年航運業市場集中度再提升,航商為搶占新船市占率重啟價格戰的機
率不高,產業秩序可望持續改善。與此同時,多數航商也預測,貨櫃榮景將從原本預期到
第2季,延長到第3季,運價高檔無虞,對長榮今年的獲利預測,上修到729億元,EPS預估
為13.98元。
陽明日前公布1月獲利74.8億元,EPS達2.32元,法人認為,缺櫃效益同樣展現在陽明營運
,2-3月營收推估和1月旺季相當,首季獲利上修到221億元,EPS 6.7元,全年獲利及EPS
則上修到444.2億元、13.4元。
心得/評論: ※必需填寫滿20字
今天洗完韭菜以後
船又準備開始往偉大航道前進了
最後第9999次上船的機會
請好好把握
----------------------------------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-----------------
--
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