[標的] 2606 裕民
1. 標的:2606 裕民
2. 分類:多
3. 分析/正文:《股利-航運》船運市況差,裕民仍配息1元
,去年第4季散裝船運市場明顯惡化,裕民到去年第三季為止
保留盈餘還有166.70億元,可分配盈餘有125.03億元,也就是
每股還有14.79元可分配,是航運類股中保留盈餘與可分配盈
餘最高的公司。而船齡在15到20年間的17.2萬噸舊型海岬型船,
日租僅有485美元,以成本價5到6千元算,連成本價的一成都
不到。
買裕民26.8元裡,至少有將近15元是現金,要買就要買在市場
最差時,現在市場慘況連賣菜阿嬤都知道了,要買五六十元的
裕民,還是二十幾塊的,就看自己了。
這種賠錢的慘況不可能持續太久,只要有較弱的業者退出,就
會慢慢取得供需平衡,提供參考。
話說這隻應該是大家的痛...
4. 進退場機制:26.8進場 金字塔型買法 23開始追加 上看35(長期投資)
20元停損
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