陽明今年EPS預估達38元法人上修目標價 - 股票

By Ethan
at 2021-06-03T11:06

Table of Contents

陽明今年EPS預估達38元法人上修目標價至140元

2021-06-03 09:50經濟日報記者趙于萱／台北即時報導

https://money.udn.com/money/story/5710/5505226

航運股利多不斷，繼市場看好三雄長榮、陽明（2609）、萬海拚進0050，國內大型投顧最
新報告再把陽明獲利預測推升到新高，看好在亞洲疫情蔓延加重全球運力緊俏度，接著第
4季消費旺季進一步拉抬市場需求，國際運價高張到年底，陽明今年每股稅後純益（EPS）
提升到38元，目標價上修至140元。

大型投顧對陽明今年EPS預測達38元，也刷新市場對於航運股的獲利預測，另一家同步喊
進三雄的國內投顧，對三檔今年EPS預測落在30-35元。

該大型投顧先前預測，國際運價在運力吃緊下，續強到第3季無虞，觀察近期東南亞及中
國疫情再起，塞港現象蔓延亞洲，使供不應求的運力更為緊繃，配合第3季歐美陸續解封
，第4季又迎接消費旺季，運價預期高張到年底。

法人表示，目前亞洲塞港情形加劇，馬士基預測接下來一周，船期可能延遲7-8天，而此
前陽明已因塞港減班10-20%，在亞洲疫情重燃及全球需求增加下，3、4季運價皆易漲難跌
，優於市場預期。

法人進一步指出，第4季屬於航運淡季，但考量目前多數碼頭處理量能，均需要拖車公司
、鐵路等系統配合，相關運輸也面臨疫情影響，因此預估今年第4季仍淡季不淡，運價至
多下滑5%，可延續第3季的高峰行情。

對照陽明此前預測，7月後美洲線看漲25-40%，另每月合約價貢獻達6億元，法人大幅上修
3、4季獲利預測18%、16%，EPS調整為11.6元、10.1元，全年EPS同步上修到38元，2022年
預估29.6元。

心得評論: 如果今年賺38元依照航海王的歷史回測至少六倍本益比

目標價應該上調到 228元現在真的太便宜

--

Tags: 股票

All Comments

By Skylar DavisLinda
at 2021-06-07T09:39

已

By Lauren
at 2021-06-11T23:26

38.....

By Rachel
at 2021-06-16T11:40

太扯了吧

By Heather
at 2021-06-20T03:03

才140 笑鼠人

By Joseph
at 2021-06-24T23:12

不是宏遠我可是不信

By Ursula
at 2021-06-29T03:08

阿明不行了三弟都不能當下去

By Carolina Franco
at 2021-07-03T05:08

出貨文開盤見紅空尾盤數錢

By Zora
at 2021-07-05T08:35

幹 38喊140怎麼不去414

By Ingrid
at 2021-07-06T23:29

7+10+10+10?

By Charlotte
at 2021-07-10T15:29

38應該是不只140

By Vanessa
at 2021-07-11T16:52

菜市場喊價是不是

By Una
at 2021-07-16T11:25

38?? 現在真的超便宜...

By Ula
at 2021-07-16T21:41

……38?是準備噴到300?

By Zora
at 2021-07-17T17:58

水手多到利多喊不動了

By Genevieve
at 2021-07-22T11:34

38應該250惹

By Freda
at 2021-07-24T06:25

38 140wwww

By Tristan Cohan
at 2021-07-26T03:27

38給140 幹 XDDDD

By Rosalind
at 2021-07-29T12:44

自結不公布拉不起來

By William
at 2021-08-03T01:27

數字一個喊比一個高耶

By Frederica
at 2021-08-03T04:52

再給你修一次的機會

By Skylar DavisLinda
at 2021-08-05T03:15

38*30倍本益比是1140元

By Michael
at 2021-08-10T01:03

天天沖航運天天賺便當錢

By Ethan
at 2021-08-13T19:17

484要等內褲線先布局才公布？

By Frederica
at 2021-08-16T23:58

不要急等五月營收一起出來肛死空軍

By Edwina
at 2021-08-19T14:53

元大笑鼠人

By Oliver
at 2021-08-23T07:20

38*100倍本益比是3800元

By Mia
at 2021-08-28T05:32

160都嫌少了

By Rae
at 2021-09-02T00:54

？__？ 38

By Margaret
at 2021-09-06T01:40

出貨囉

By Emma
at 2021-09-08T04:19

EPS 38塊才估140元??? 不是應該300+???

By Harry
at 2021-09-08T13:26

喊空的拜託貼對帳單

By Valerie
at 2021-09-11T13:17

38只能給140

By Suhail Hany
at 2021-09-14T02:13

請問這是元大還凱基?
群益報告跟白癡一樣可以跳過
元大凱基還不錯

By Xanthe
at 2021-09-15T12:16

1季要10????? 出貨文也不是這樣吧

By Susan
at 2021-09-19T01:30

eps38，140是啥笑話

By Linda
at 2021-09-21T15:48

38給140水喔

By Mia
at 2021-09-24T14:00

出貨文

By Andrew
at 2021-09-27T22:53

出

By Agnes
at 2021-09-28T04:08

這是群益估的，然後半個月前他估68www

By Elvira
at 2021-10-03T02:24

元大吧

By Skylar Davis
at 2021-10-03T07:31

等宏遠大哥講話

By Cara
at 2021-10-06T10:16

元大嗎?

By Ina
at 2021-10-10T14:46

隨便喊

By Eden
at 2021-10-12T01:22

空下去

By Elvira
at 2021-10-15T23:43

倒數第二段淡季不淡，又說至多下滑5%？

By Damian
at 2021-10-16T22:34

給不到4倍.........

By Eartha
at 2021-10-17T13:09

這篇是元大喊的

By Elma
at 2021-10-18T04:51

eps 38估價140??

By Ula
at 2021-10-21T21:28

EPS 38 股價140???

By Erin
at 2021-10-22T09:58

想吃貨啦想也知道起碼300+ 大家快買

By Genevieve
at 2021-10-26T09:48

群益報告滾航運亂估

By Zora
at 2021-10-28T02:44

…38好歹估個300塊

By Donna
at 2021-10-31T09:31

外豬只給4倍?

By Elma
at 2021-11-03T00:52

現在買只剩不到30元可賺可憐阿

By Lauren
at 2021-11-07T08:26

打8折差不多了

By Christine
at 2021-11-10T15:00

來來來水手們嗨起來水手們歐印起來

By Dorothy
at 2021-11-13T13:45

航運股EPS通常是8 應該是300+

By Noah
at 2021-11-15T08:19

140= =這法人邏輯真棒，一定故意的-_-

By Anthony
at 2021-11-16T02:06

重點在EPS 38

By Tracy
at 2021-11-20T21:36

真的38的話起碼破300了吧XD

By Tom
at 2021-11-25T02:00

我先喊七倍好了 268

By Quintina
at 2021-11-26T09:31

4倍也是EPS歷史新低紀錄

By Odelette
at 2021-11-27T10:38

原來是內豬......

By Adele
at 2021-11-29T18:15

EPS看股價國巨表示

By Puput
at 2021-12-01T21:55

EPS38 目標價140 是想騙船票嗎？？

By Todd Johnson
at 2021-12-06T02:19

以反映

By William
at 2021-12-09T20:33

出貨文發文後瞬崩

By Damian
at 2021-12-11T00:52

越喊越低是哪朝

By Dorothy
at 2021-12-11T15:46

38有點高估先看Q2能不能破10再說啦

By Zenobia
at 2021-12-13T15:57

"毫無反應"

By Olivia
at 2021-12-17T11:35

38？？？？？？？？？？？？？？？？？

By Mary
at 2021-12-17T23:04

陽明：我怎麼沒感覺

By Ingrid
at 2021-12-21T22:11

發完就崩厲害了

By Lydia
at 2021-12-24T01:08

靠邀38

By Ingrid
at 2021-12-25T12:28

38 至少給到190吧

By Dora
at 2021-12-30T12:06

40*8=320
40*12=480

By Eden
at 2021-12-30T22:33

利多不漲.......................陽明今天慘了~~~~~

By Michael
at 2021-12-31T14:19

本益比給不到4 是在問號喔

By Sarah
at 2022-01-03T14:47

38都可以估超過200～法人是會不會寫文章啊

By Wallis
at 2022-01-07T11:17

陽明60分k向下....

By Leila
at 2022-01-12T09:28

出貨囉~~~

By Christine
at 2022-01-15T06:38

當大家都買的時候，就沒人買了，現在應獲利了結，下
來再買

By Agatha
at 2022-01-17T05:17

群益.... 我笑了，以後這家當笑話看就好，沒參考價
值

By Thomas
at 2022-01-18T23:48

140打八折糕點到了不跑的準備套50年吧

By Charlie
at 2022-01-20T19:11

今年38明年30只給140，笑死

By Callum
at 2022-01-22T19:35

EPS38才給140???

By Kelly
at 2022-01-23T20:06

發完瞬間V

By Caitlin
at 2022-01-24T07:31

EPS38 目標140 笑死

By Hamiltion
at 2022-01-26T21:31

38 至少也喊個440吧

By Elvira
at 2022-01-30T13:04

估太少了吧上看1000

By Freda
at 2022-02-04T00:13

EPS38 ，願意配發多少才是重點

By Wallis
at 2022-02-05T12:37

這篇元大的啦

By Adele
at 2022-02-08T04:49

160才合理吧

By Sarah
at 2022-02-10T06:53

要騙船票也高明一點，這法人報告真的傻B...

By Audriana
at 2022-02-12T19:55

38？有這麼高

By Carol
at 2022-02-17T02:08

EPS38 本益比10 目標380打八折也有300 還不上船?

By Adele
at 2022-02-17T03:34

38 給140 這是在開玩笑嗎==

By Delia
at 2022-02-22T02:20

那長榮的有投顧做報告嗎？

By Rae
at 2022-02-22T15:51

利多不漲，下去吧！

By Irma
at 2022-02-26T16:39

38才140 三小

By Valerie
at 2022-02-27T16:39

丸子利多出盡了

By Harry
at 2022-03-01T10:21

EPS 38誇張

By Charlotte
at 2022-03-05T11:10

只有電子股能本益比10~20 航運下去

By Susan
at 2022-03-08T01:50

越喊越沒力

By Caroline
at 2022-03-09T22:21

兩周前喊68 笑死人

By Dora
at 2022-03-14T08:01

140휰.8＝112 現在就112

By Margaret
at 2022-03-19T05:08

140＊0.8＝112

By Sarah
at 2022-03-20T04:15

火力展鞥鞥出貨文

By Hazel
at 2022-03-25T00:50

已反應！！崩崩

By Zanna
at 2022-03-28T21:09

小散戶財力不夠只能看法人表演

By Olive
at 2022-03-29T06:50

航運這本益比是看準只能有短期吧

By Hedwig
at 2022-04-02T09:42

38才140= = 出貨文

By Edwina
at 2022-04-03T23:02

還是一堆人唱雖不敢買誒哈哈哈哈哈

By Edward Lewis
at 2022-04-08T05:27

你說38就38喔,我喊78 誰要跟

By Charlie
at 2022-04-09T06:26

原來是吃貨文

By Selena
at 2022-04-12T17:47

邁向200

By Una
at 2022-04-14T12:43

已反應

By Isabella
at 2022-04-16T04:20

出貨中請高調https://i.imgur.com/N8uIMGP.jpg

By Jack
at 2022-04-17T06:53

今天開高走低

By Bennie
at 2022-04-21T15:09

元大還預估明年還有29 超猛

By Cara
at 2022-04-26T14:08

38給140 一看就知道他媽再亂喊

By Robert
at 2022-04-30T08:48

喊到38 真的出貨文了

By Joseph
at 2022-04-30T22:38

調到760 大家說好不好~

By Quintina
at 2022-05-04T00:37

長榮下半年會一直進新船很難去預估吧

By Ula
at 2022-05-07T12:59

怎麼不按電子本夢比20倍起跳咧

By John
at 2022-05-12T12:51

當我0050盤子嗎？拉高才倒給我
先把你估值拉低再說，哼

By Ethan
at 2022-05-14T00:37

EPS 38只給140?? 黑人問號??

By Charlotte
at 2022-05-15T00:54

萬海的量77張XDDD

By Gary
at 2022-05-16T13:31

38要噴到三百吧

By Zenobia
at 2022-05-19T05:48

出貨文？拜託跌到2位數讓我上船...

By Damian
at 2022-05-23T08:25

已反應

By Aaliyah
at 2022-05-25T14:33

笑欸 38元股價才100多元？

By Lauren
at 2022-05-28T23:04

38有點扯

By Yuri
at 2022-05-29T20:03

140*0.8=112 剛好到了

By Joe
at 2022-05-30T22:36

越來越扯...坐穩了嗎？

By Rosalind
at 2022-06-02T06:15

112T會被套幾年

By Madame
at 2022-06-03T11:08

20年喔

By Eden
at 2022-06-07T11:57

38...

By Agnes
at 2022-06-10T05:43

賺38給這目標價要笑屬人喔

By Hardy
at 2022-06-14T02:19

38估140… 本益比 3-4？？

By Edward Lewis
at 2022-06-15T10:07

又不是發38元股息

By Doris
at 2022-06-17T12:27

大家都知航運就這一兩年好光景，估3-4倍算合理

By Hedy
at 2022-06-18T00:49

38才給3.7倍pe不到?消暑人

By Liam
at 2022-06-18T18:13

元大目標價還算保守的了

By Wallis
at 2022-06-19T20:11

以為在菜市場喊價哦？
是不是還要送個三星蔥

By Daniel
at 2022-06-22T10:18

鬼扯

By Ingrid
at 2022-06-25T15:46

陽明一攤死水

By Jake
at 2022-06-30T13:37

金管會不查一查這些亂開芭樂價的投信嗎？？？

By Catherine
at 2022-06-30T17:31

到底會不會估啊~陽明王說的不配息4倍/ 正常6倍 /超
高eps至少7.6倍

By Zora
at 2022-07-02T20:10

38...做夢吧...

By Zora
at 2022-07-03T04:21

38也太高了吧..

By Callum
at 2022-07-06T16:07

是算7+10+10+10 還有稅扣抵?

By Lauren
at 2022-07-10T22:01

本益比3,4,5,6隨便喊，都猜猜樂

By Barb Cronin
at 2022-07-11T19:39

現在FBX每天都再創新高 38其實很有可能達標

By Barb Cronin
at 2022-07-13T21:17

出貨文

By Carol
at 2022-07-16T06:23

38 這麼猛

By Aaliyah
at 2022-07-18T21:04

國外都解封了現在幾乎最高點

By Jessica
at 2022-07-22T23:17

景氣循環股幾十年一次還想跟電子一樣連續好幾年？

By John
at 2022-07-23T10:00

歐美解封但亞洲才剛開始封鹽田就是

By Anonymous
at 2022-07-24T09:26

By Hazel
at 2022-07-25T11:15

阿你陽明不就都歐美線自欺欺人喔= =

By Xanthe
at 2022-07-27T03:29

歐美線也是從亞洲運貨到歐美.....

By Aaliyah
at 2022-07-30T09:20

38直上1000

By David
at 2022-07-31T22:51

除非到年底每個月都賺250E以上才可能有38吧

By Ursula
at 2022-08-04T21:57

發哥去年也才30，38你TMD給140，可以在唬爛一點

By Dorothy
at 2022-08-08T01:44

法人是誰也不敢署名大家隨便亂喊

By Todd Johnson
at 2022-08-12T23:25

五月營收一出來又沒便宜船票買了

By Isla
at 2022-08-16T18:56

出貨文來了，抓緊

By Edward Lewis
at 2022-08-21T14:45

漲三周了該回個一週給人上船了

By Dora
at 2022-08-26T00:45

Q2都還沒結束就喊38 = =

By Hardy
at 2022-08-26T08:43

EPS 38, 股價200不過分吧

By Margaret
at 2022-08-30T01:50

跌停斥候

By Sarah
at 2022-09-03T02:51

陽明王都估160了還在140

By Heather
at 2022-09-07T23:19

覺得不只140 q3旺季都還沒到耶

By George
at 2022-09-12T02:07

又在騙船票

By Audriana
at 2022-09-14T05:45

38太扯了

By Edward Lewis
at 2022-09-18T04:43

38給140是明年大家都配15%？？？？

By Daniel
at 2022-09-21T20:19

是只威一年嗎

By Zora
at 2022-09-26T09:41

只有宏遠

By Daniel
at 2022-09-27T14:49

本益比給那麼低是怎樣

By Rachel
at 2022-10-01T04:44

38太扯了八

By Andy
at 2022-10-05T19:45

eps這麼爛，我要下修我的目標價從199到198

By Ida
at 2022-10-09T16:58

這種廢到笑的報告不如去看宏遠

By David
at 2022-10-09T23:09

怎麼看都不只140

By Catherine
at 2022-10-13T11:50

等宏遠出報告再叫我

By Doris
at 2022-10-16T23:53

如果是電子股會噴到700吧

By Thomas
at 2022-10-18T16:32

EPS估最高，股價當小弟讚讚

By Anthony
at 2022-10-19T17:03

一開始發萬海..前幾天發長榮...今天發陽明..下次發?

By Erin
at 2022-10-21T10:41

120年過好快

By Adele
at 2022-10-22T00:53

38只有修到140??

By Necoo
at 2022-10-26T17:33

第二季破十不誇張啊，運費比第一季高了30%還不算五
月才漲價的長約，長約都翻倍起了

By Elma
at 2022-10-29T08:58

今年38 明年29 股價才140？想騙船票膩

By Caitlin
at 2022-10-31T07:31

喊這麽低利崩耶

By Liam
at 2022-11-01T00:27

38估個200都算很保守了

By Queena
at 2022-11-02T18:45

大型騙票仔欸

By Iris
at 2022-11-05T12:34

八折112，看來是出貨了

By Iris
at 2022-11-06T15:36

140 已經打折了吧

By Hedy
at 2022-11-08T00:49

外資快進場齁看上200

By Doris
at 2022-11-11T04:34

38*6=228

By Ursula
at 2022-11-12T09:27

這數字太不科學

By Adele
at 2022-11-12T11:13

140的話大概在漲一根就要準備出了

By Erin
at 2022-11-15T04:36

狗屁！沒有30元就把報紙停掉...

By Kelly
at 2022-11-16T23:51

140是怎麼給的？

By Irma
at 2022-11-20T15:52

140過陣子再喊160再喊180...

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38那現在有點便宜阿

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陽明今年EPS預估達38元法人上修目標價 - 股票