長榮連交2根漲停！外資改口喊買　目標價 - 股票QA

By Madame
at 2023-07-03T21:31

Table of Contents

原文標題：長榮連交2根漲停！外資改口喊買　目標價上調至135元

※請勿刪減原文標題

原文連結：https://finance.ettoday.net/news/2532365

※網址超過一行過長請用縮網址工具

發布時間：2023-07-03 14:03

※請以原文網頁/報紙之發布時間為準

記者署名：廖婕妤

※原文無記載者得留空

原文內容：

航海王族群股價表現亮眼，美系外資在最新報告中翻多貨櫃族群，調高長榮（2603）及陽
明（2609）評等，其中將長榮調高至「買進」，目標價由117元上調至135元；陽明則調高
至「中立」，但目標價下修至47元。

長榮今股價再度亮燈漲停，收102.5元，成交量逾7.4萬張，連續2個交易日漲停；陽明同
樣以漲停價69.3元作收，成交量逾27.5萬張。

美系外資表示，貨櫃產業在價格戰上具備相當紀律，長榮、陽明目前估值已接近20年來谷
底，已反應價格戰和經濟後市，無論價格戰是否出現，長榮透過產能擴增，將帶來更大產
能市佔和規模。

因此，美系外資調高長榮及陽明今年EPS預估，長榮EPS由2.36元一口氣調高為6.56元；陽
明則由-0.04元調高至1.77元。此外，也將長榮評至「買進」，目標價135元；陽明則是「
中立」，目標價下修為47元。

心得/評論：

關鍵字目標價又出現了

直接把目標價調高過填息率50%以上

不過依照外資開始更動目標價的時候

股價通常會往＿?

※必需填寫滿30字，無意義者板規處分

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Tags: 股票

All Comments

By Liam
at 2023-07-04T00:53

蒸丸涼惹

By Oliver
at 2023-07-04T04:15

長榮海運最強了兩天兩根三天三根

By Valerie
at 2023-07-04T07:36

訊號來了

By John
at 2023-07-04T10:58

外資要出貨惹

By Damian
at 2023-07-04T14:20

明天就不會漲停了

By Michael
at 2023-07-04T17:41

喊調低大機率要壓低季獲
進貨

By Elvira
at 2023-07-04T21:03

又在喊又在喊

By Olga
at 2023-07-05T00:25

https://i.imgur.com/2sGVj9W.jpg

By Yuri
at 2023-07-05T03:47

出貨囉

By Delia
at 2023-07-05T07:08

忽見航運出貨啦！

By Delia
at 2023-07-05T10:30

135*0.8=108，明天到了直接下墜

By Ida
at 2023-07-05T13:52

高歌離席！

By Todd Johnson
at 2023-07-05T17:13

龍你欸餵

By Sierra Rose
at 2023-07-05T20:35

出貨

By Leila
at 2023-07-05T18:25

專家?

By Zora
at 2023-07-05T21:47

早說怎麼不早說

By Poppy
at 2023-07-05T18:25

135x外資0.8=108 也差不多了

By Frederic
at 2023-07-05T21:47

美林?

By Edward Lewis
at 2023-07-05T18:25

調高評等調低目標價？？

By Mia
at 2023-07-05T21:47

出貨了

By Ina
at 2023-07-05T18:25

早上不是有人PO文說整年賺13元結果外資說整年6.5元
差了一倍誰在唬爛?

By Mia
at 2023-07-05T21:47

陽明47，萬海豈不更低？

By Sierra Rose
at 2023-07-05T18:25

代表可以不用買了

By Suhail Hany
at 2023-07-05T21:47

所以陽明除完直接跌到目標價阿

By Olive
at 2023-07-05T18:25

菲神看長榮https://i.imgur.com/7sbLhIx.jpg

By Irma
at 2023-07-05T21:47

先猜明天空軍最愛的陽明被倒爛

By Linda
at 2023-07-05T18:25

要整年賺6.5元除非Q234都虧損

By Noah
at 2023-07-05T21:47

明天陽明好像最危險....

By Dorothy
at 2023-07-05T18:25

陽明去年一模一樣的劇本有人還要做錯？？

By Odelette
at 2023-07-05T21:47

就問陽明有沒有大人認養
沒有的話明天往下一根

By Rebecca
at 2023-07-05T18:25

目標價喊完然後外資溢價買超快兩萬張..

By Ursula
at 2023-07-05T21:47

趕快跳船吧

By Gilbert
at 2023-07-05T18:25

陽明今天就明顯沒大人

By Olivia
at 2023-07-05T21:47

明天沒了

By Heather
at 2023-07-05T18:25

看今天買陽明的小兒有沒有要認養吧

By Kristin
at 2023-07-05T21:47

所以我猜明天劇本是砸陽明拖其他兩艘下去

By Eartha
at 2023-07-05T18:25

出貨

By Lydia
at 2023-07-05T21:47

明天刺激啦

By Tom
at 2023-07-05T18:25

出貨

By Olivia
at 2023-07-05T21:47

外資去旁邊吃土吧

By Quintina
at 2023-07-05T18:25

漲兩根叫大家買??

By Andy
at 2023-07-05T21:47

代表明天要下潛了，空軍出動。

By Candice
at 2023-07-05T18:25

Ahoy 水手衝啊

By Vanessa
at 2023-07-05T21:47

後面還有10根漲兩根還能接吧

By Enid
at 2023-07-05T18:25

明天週二水鬼日

By Anthony
at 2023-07-05T21:47

阿榮沖仔連兩天開盤無腦多賺爛明天繼續無腦沖

By Gary
at 2023-07-05T18:25

整年6塊多...下半年scfi剩下700嗎??

By Emma
at 2023-07-05T21:47

那個EPS是季吧..= = 如果是年那原本2.36的意思就是

By Cara
at 2023-07-05T18:25

欸不是這時候講淨值比以前講本益比，股價吵的是熱
度吧？！

By Andy
at 2023-07-05T21:47

出貨

By Oliver
at 2023-07-05T18:25

除了Q1外其他3個Q都是0....

By Annie
at 2023-07-05T21:47

2天前有看到一篇也是外資估長榮年EPS3.29-12.75
我都想問那個3.29是怎麼來的...

By Thomas
at 2023-07-05T18:25

明天出長榮買陽明？

By Puput
at 2023-07-05T21:47

廢物外豬

By Olga
at 2023-07-05T18:25

拉完兩根，就要出貨了喲！

By Jacob
at 2023-07-05T21:47

135是什麼乞丐價格

By Andy
at 2023-07-05T18:25

利多新聞狂發但這次不一樣

By Sandy
at 2023-07-05T21:47

等處置強制公布五月eps 不就知道了

By Ingrid
at 2023-07-05T18:25

羊銘外ㄗ佔比才11% 不至於崩

By Una
at 2023-07-05T21:47

明天下去

By Victoria
at 2023-07-05T18:25

出貨啦要倒爛了

By Tom
at 2023-07-05T21:47

怕

By Elvira
at 2023-07-05T18:25

出貨文來了反著做就對了

By Skylar Davis
at 2023-07-05T21:47

我有阿明欸別鬧漲一根再說吧

By Oscar
at 2023-07-05T18:25

我怕了

By Emma
at 2023-07-05T21:47

打8折差不多囉？！

By Ethan
at 2023-07-05T18:25

再漲一天散戶就來了

By Todd Johnson
at 2023-07-05T21:47

風往哪吹專家就往哪調真機靈

By Ophelia
at 2023-07-05T18:25

外資預估的eps到底哪次準過

By Rosalind
at 2023-07-05T21:47

好出貨囉

By Hedy
at 2023-07-05T18:25

明天歐印空怎麼輸

By Christine
at 2023-07-05T21:47

靠靠gg

By Carol
at 2023-07-05T18:25

出貨文

By Erin
at 2023-07-05T21:47

要叫散戶進場了喔

By Olive
at 2023-07-05T18:25

看漲說漲看跌說跌啊... 運價是大反彈了嗎XD

By Blanche
at 2023-07-05T21:47

明天空就對了!

By Jacky
at 2023-07-05T18:25

看來要出貨了

By Queena
at 2023-07-05T21:47

丸子了…

By Odelette
at 2023-07-05T18:25

135也好意思喊

By Caitlin
at 2023-07-05T21:47

陽明今天就到目標價了

By Skylar Davis
at 2023-07-05T18:25

塊陶鴨

By Elvira
at 2023-07-05T21:47

阿明今天的量就是買來出貨的啦

By Eden
at 2023-07-05T18:25

丸子！出貨囉～

By Agatha
at 2023-07-05T21:47

130https://i.imgur.com/fPF8BcP.jpg

By Olivia
at 2023-07-05T18:25

準備要騙散戶進場了,PTT散戶有這麼好騙嗎?偏不買,亨

By Kumar
at 2023-07-05T21:47

現在買就是現買現套傻子

By Edith
at 2023-07-05T18:25

出貨囉

By Lauren
at 2023-07-05T21:47

丸子

By Freda
at 2023-07-05T18:25

明天要一根了嗎? 往上往下不知道

By Doris
at 2023-07-05T21:47

可以放空了

By Cara
at 2023-07-05T18:25

丸子

By Eartha
at 2023-07-05T21:47

上糕點

By Emily
at 2023-07-05T18:25

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

By Tristan Cohan
at 2023-07-05T21:47

陽明除息後P/B 0.6 確實沒上去空間啊，頂多55吧

By Zanna
at 2023-07-05T18:25

長榮還有一小段，但還是很想噓這外資牆頭草==

By Kyle
at 2023-07-05T21:47

出貨文

By Wallis
at 2023-07-05T18:25

新聞一出就可以放空了

By Rae
at 2023-07-05T21:47

明天信貸歐印空賺到流湯

By Megan
at 2023-07-05T18:25

陽明除息前漲兩根很高明欸這漲幅比除息後才漲兩根
多很多

By Agnes
at 2023-07-05T21:47

幫QQ

By Poppy
at 2023-07-05T18:25

喊就是...

By Poppy
at 2023-07-05T21:47

喊涼

By Xanthe
at 2023-07-05T18:25

這些外資分析師根本對海運產業沒研究 eps 笑死人掛
個外資就以為專業

By Olivia
at 2023-07-05T21:47

翻開去年考古題

By Isabella
at 2023-07-05T18:25

買到外資認輸，真的屌

By William
at 2023-07-05T21:47

要崩了嗎

By Jessica
at 2023-07-05T18:25

長榮的股價也不是外資想出貨就賣的下去的等著認錯
買回

By Oliver
at 2023-07-05T21:47

陽明已經先漲了，除息以後應該難填息

By Thomas
at 2023-07-05T18:25

本來就沒可能填息獲利又跟不上

By Dinah
at 2023-07-05T21:47

當年外資看海運從頭到尾都錯只有宏遠準

By Erin
at 2023-07-05T18:25

看來明天就會出貨了......

By Jessica
at 2023-07-05T21:47

出貨

By Kama
at 2023-07-05T18:25

現買現套最佳案例

By Irma
at 2023-07-05T21:47

該下船了吧，算pb快到了，除非報價繼續上去

By Carolina Franco
at 2023-07-05T18:25

明天不是漲就是跌，也有可能平盤

By Genevieve
at 2023-07-05T21:47

明天抓最後一個，開盤比手速

By Faithe
at 2023-07-05T18:25

宏遠一開始準,後來也是越差越遠自己還開始出貨了

By Tracy
at 2023-07-05T21:47

後來宏遠亂喊10倍本益比，邊喊邊出貨被水手罵背骨

By Regina
at 2023-07-05T18:25

行事曆還沒出來不要怕

By Daph Bay
at 2023-07-05T21:47

第一季稅前就賺七塊左右了… 整年沒10是誰估的啦

By David
at 2023-07-05T18:25

明天我要來出貨囉剩下給你們慢慢玩

By Suhail Hany
at 2023-07-05T21:47

快點買呀再晚就來不及了

By Necoo
at 2023-07-05T18:25

我猜明天漲停無法鎖住

By Damian
at 2023-07-05T21:47

https://i.imgur.com/vPWa7QP.jpg

By Ophelia
at 2023-07-05T18:25

丸子

By Una
at 2023-07-05T21:47

出貨訊號！！

By Mason
at 2023-07-05T18:25

只有我看錯嗎

By Hamiltion
at 2023-07-05T21:47

長榮再來一根漲停會不會進處置?

By Oscar
at 2023-07-05T18:25

弱智直銷業 forwarder一堆被社會淘汰的廢物在裡面

By Olga
at 2023-07-05T21:47

這外資是吃到老謝口水嗎

By Oliver
at 2023-07-05T18:25

看PB的話長榮也快漲完了

By Freda
at 2023-07-05T21:47

去年外資不是還喊台積電股價1000嗎？笑死。

By Jessica
at 2023-07-05T18:25

長期合理價大約是100~120之間，假如EPS超過十元的話
那135感覺不是不可能

By Andrew
at 2023-07-05T21:47

135是瞧不起我大榮哥?

By Thomas
at 2023-07-05T18:25

110下船

By Damian
at 2023-07-05T21:47

差不多了

By Ophelia
at 2023-07-05T18:25

這個出來就是先跑先贏，晚跑住套房

By Connor
at 2023-07-05T21:47

烙賽中

By Ina
at 2023-07-05T18:25

乎見

By Oscar
at 2023-07-05T21:47

朝聖一下這篇 135打8折是108 估得算準了

By Mary
at 2023-07-05T18:25

笑死今天陽明一樣鎖吃好吃滿谷版最準反指標

By Ina
at 2023-07-05T21:47

可以出了

By Erin
at 2023-07-05T18:25

笑死，假的

By Ethan
at 2023-07-05T21:47

今天算出一半吧一度快漲停又跌回+3%

長榮連交2根漲停！外資改口喊買　目標價 - 股票QA

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