附加費調漲外資上修長榮目標價至131元 - 股票

By Olivia
at 2021-05-28T10:32

Table of Contents

原文標題：附加費調漲外資上修長榮目標價至131元
(請勿刪減原文標題)
原文連結：https://money.udn.com/money/story/5607/5491412?from=ednappsharing
(請善用縮網址工具)
發布時間：2021/5/28
(請以原文網頁/報紙之發布時間為準)

原文內容：全球運力短缺，國際運價漲不停，摩根大通報告指出，因應運輸需求成長但供
給持續短缺，繼主要航線大漲後，航商已轉向調漲GRI附加費，反映即將到來的運輸旺季
更加供不應求，進一步上調長榮（2603）目標價至131元，為外資圈對長榮最高的目標價
；報告同步上修中遠海控、東方海外的獲利預測。

摩根大通表示，蘇伊士塞港事件後，因運輸需求持續增加但供給不足應付，上海出口集裝
箱運價指數（SCFI）迄今連漲八周，國際航商面對即將到來的旺季，評估運力恐進一步緊
繃，紛紛釋出調漲GRI附加費的訊息，顯示運價進入第3季還會強勢上漲。

摩根大通指出，航商議價能力提高，近期積極尋求附加費調漲，目前跨太平洋線附加費的
上調幅度達10-20%，多半是因應運力有限及加徵額外服務費用。部分市場人士擔心，監管
可能限縮運價漲勢，但這樣的擔心不必要，因為運力真的緊繃，市場需求也不斷增加，有
實質基礎支撐運價。

摩根大通看好亞洲航商受惠相關航線漲價，將長榮今、明年每股稅後純益（EPS）上調至1
6.9元、11.5元，目標價101元上修到131元。

心得/評論：好啦131越來越高啦！水手買還是賣啊？今天給你上船的機會還不趕快抱
牢，跟他拼了！

必需填寫滿20字

--

Tags: 股票

All Comments

By Isabella
at 2021-06-01T05:25

.....難怪被出貨

By Rebecca
at 2021-06-03T02:15

出貨文

By Lily
at 2021-06-04T18:07

難怪漲不太上去

By Skylar Davis
at 2021-06-09T14:44

一直上修然後股價三雄最低

By Freda
at 2021-06-12T13:54

https://i.imgur.com/cD3u3k0.jpg

By Doris
at 2021-06-17T01:27

隔日沖仔發這個完全沒說服力XD

By Genevieve
at 2021-06-17T11:47

丸子

By Rae
at 2021-06-22T03:34

EPS根本亂算

By Sarah
at 2021-06-26T08:10

上半季說不定就16.9了....

By Sierra Rose
at 2021-06-27T13:19

小摩的嘴騙人的鬼

By Sierra Rose
at 2021-06-30T19:29

估今年 EPS 16.9，到底是在亂估什麼

By Belly
at 2021-07-04T03:43

等追上阿明再叫我

By Dora
at 2021-07-05T04:05

小摩最愛隔日沖了

By Kumar
at 2021-07-07T05:25

131打8折

By Margaret
at 2021-07-09T04:35

*0.75=98.2 *0.7=91.7

By Steve
at 2021-07-12T21:48

這代表外資給長榮7.75 PE 如果阿榮今年賺30塊.....

By Kama
at 2021-07-13T18:51

阿榮考試都考不及格

By Irma
at 2021-07-15T21:46

小摩被看破手腳XD

By Oscar
at 2021-07-17T14:43

沒到三位數，我先買
贛，買到陽明的船票

By Kelly
at 2021-07-19T04:15

XDDDDD

By Tom
at 2021-07-19T19:27

看外資做股票賠錢豪煎蛋

By Olga
at 2021-07-22T23:03

短榮請列為散裝航運謝謝

By Sandy
at 2021-07-23T08:18

最大沖仔

By Hedda
at 2021-07-25T04:44

散戶不貸款all in了只好一直上修
說個笑話摩根大通

By Charlotte
at 2021-07-25T14:48

然後倒爛

By Catherine
at 2021-07-27T18:11

先上90再說

By Todd Johnson
at 2021-07-29T16:03

90都還沒站穩啊大哥

By Kyle
at 2021-08-01T06:34

垃圾長榮每天都死魚一張萬海換兩張長榮

By Jack
at 2021-08-04T12:54

連90都上不去...

By Anthony
at 2021-08-08T16:01

丸子

By Kyle
at 2021-08-11T13:49

今年的EPS16元？？直接當垃圾報告處理了

By Iris
at 2021-08-11T17:21

已反應出貨文崩崩崩

By Megan
at 2021-08-15T16:41

這種文出來都很恐怖

By Rachel
at 2021-08-19T17:25

在這裡我看不到未來

By Bethany
at 2021-08-19T19:56

快買塊買

By Ida
at 2021-08-21T12:43

外資也一直上調到接近本土的目標了耶
之前外資不都估幾十塊而已

By Eartha
at 2021-08-22T05:37

糕點丸子

By Tristan Cohan
at 2021-08-25T06:51

阿榮90就軟了還131？

By Doris
at 2021-08-29T12:45

你倒是買啊

By Olivia
at 2021-09-02T05:00

出貨文已反應

By Edward Lewis
at 2021-09-05T20:08

蛤

By William
at 2021-09-06T11:49

101上次不是有摸到

By Christine
at 2021-09-11T08:14

難怪上不去出貨文XD

By Todd Johnson
at 2021-09-12T23:03

先把阿榮拉到100再說

By Anonymous
at 2021-09-13T18:32

小摩出去現在，不是宏遠還是匯豐就不要來丟人現
眼

By Leila
at 2021-09-17T00:51

100在叫我

By Sandy
at 2021-09-17T06:29

垃圾外豬又想出貨??

By Mason
at 2021-09-18T22:50

先把阿榮拉到90再說

By Skylar DavisLinda
at 2021-09-19T16:38

出貨囉~

By Caitlin
at 2021-09-22T20:42

他就算寫26也沒用跟跌不跟漲無解匯豐爸爸QQ

By Edith
at 2021-09-26T16:13

打7折

By Quintina
at 2021-09-27T04:40

出貨文開空啦

By Callum
at 2021-09-29T18:56

好啦131 88到131啦 40元給你賺啦不要說提醒
貨櫃海運價格漲翻天！亞歐線40呎報價首破1萬美元

By Edith
at 2021-10-01T03:24

揚帆啟程大聲高歌

By Blanche
at 2021-10-03T11:57

隔日沖代表:摩根

By Harry
at 2021-10-06T12:22

連上修價都比不上別人qq

By Lydia
at 2021-10-11T10:43

下去

By Doris
at 2021-10-14T00:36

宏遠都不買阿榮了XD

By Callum
at 2021-10-18T03:48

宏遠不是大家的大哥嗎

By Faithe
at 2021-10-18T09:17

實在不懂怎麼有臉估這個EPS發報告來喊價

By Ivy
at 2021-10-20T00:34

110 /05 /27 摩根大通賣超 -20397

By Delia
at 2021-10-24T09:17

廢

By Lily
at 2021-10-25T03:29

長榮韭菜那麼多不發點報告收割對不起自己啊

By Margaret
at 2021-10-29T20:07

萬海都153了…

By Suhail Hany
at 2021-11-03T01:53

萬海已經差不多漲到之前長陽的目標價了

By Hedda
at 2021-11-04T10:10

淡季就7, 全年估16......這那招

By Kristin
at 2021-11-05T06:07

16.9.......，這是怎麼估的

By Emma
at 2021-11-09T08:38

等他上調阿,又不是發完這個就不能再調XD

By Linda
at 2021-11-10T00:05

跟早上比起來王血好像有比較少一點點了

By Genevieve
at 2021-11-10T12:03

扶不起的...

By James
at 2021-11-14T23:14

哪天萬海慢漲才看長榮補不補漲吧

By Tristan Cohan
at 2021-11-16T07:52

這eps...外資不懂航運

By Genevieve
at 2021-11-18T16:39

噗小摩你騙船票好歹也要騙認真點 EPS16?

By Lauren
at 2021-11-23T15:52

打八折105好了

By Rachel
at 2021-11-25T19:28

很像出貨

By Joseph
at 2021-11-26T07:16

看到摩根大通四個字就不用看了

By Audriana
at 2021-11-27T23:12

長榮漲起來！

By David
at 2021-12-01T09:33

阿榮就跟魯肉一樣漲很慢跌很快XD

By Jessica
at 2021-12-05T20:11

大摩反話王不要R

By Hedda
at 2021-12-10T18:27

小摩喔 pass 航運我只看匯豐跟宏遠

By Odelette
at 2021-12-14T16:20

小摩這個倒貨王在講什麼鬼話

By Isla
at 2021-12-19T10:17

小摩滾

By Elma
at 2021-12-21T06:20

110差不多

By Agnes
at 2021-12-24T16:03

能有110我就很感謝了

By Caitlin
at 2021-12-27T17:53

長榮水鬼目前蠕動中

By Charlotte
at 2021-12-27T20:57

你不是之前貸款歐印嗎

By Lauren
at 2021-12-31T09:03

瘋狂蠕動的水鬼抓腳中

By Isla
at 2022-01-04T09:25

報告雖然是為了出貨，但是越來越隨便了

By Iris
at 2022-01-06T05:13

EPS今年才16？明年剩11？還好我換船了

By Todd Johnson
at 2022-01-09T05:12

真的阿榮送分題外資提示！
歐印長榮啦陽明太貴了歐印長榮人生光榮

By Faithe
at 2022-01-12T08:46

開船了嗎????

By Delia
at 2022-01-13T19:15

ilanalan :打八折105好了 <--好像剩下一根??

By Elizabeth
at 2022-01-15T22:06

乾起飛拉~~~!!!!

By Enid
at 2022-01-20T20:00

大概要3燈了

By Charlotte
at 2022-01-25T04:19

早已反應

By Noah
at 2022-01-27T20:01

要出貨了

By Jacob
at 2022-01-30T07:51

哈哈笑死上面一堆被打臉笑死笑死笑死了

By Eartha
at 2022-02-03T03:02

打八折104 下禮拜還可以上船！

By Puput
at 2022-02-03T09:00

今天應該是他賣最多

By Rachel
at 2022-02-07T18:39

哈哈都說過要買阿榮了傻傻的

By Frederic
at 2022-02-08T09:27

16.9是在開玩笑嗎

By Elvira
at 2022-02-09T18:01

瀏覽啦雷電子的感覺的問題上也因此就開始有很多網
友提供即時的問題上也因此就開始有很多網友提供即
時的問題4o99o09oomk

By Blanche
at 2022-02-11T21:57

投信越賣越噴

By Quintina
at 2022-02-14T22:40

快來嘎死我

附加費調漲外資上修長榮目標價至131元 - 股票

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附加費調漲 外資上修長榮目標價至131元 - 股票

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附加費調漲外資上修長榮目標價至131元 - 股票