Re: [標的] 2603 長榮
1. 標的:2603 長榮海運
2. 分類:多
3. 分析/正文:
(1) 航運景氣開始回升,全球最大航商AP Moeller Maersk股價兩年新高。
長榮全球排名第四,第七名韓進海運,已經掛點。
(2) 去年BDI指數290已經觸底,大拆船後,供需將平衡。
上游2208台船年報預估,2018年造船訂單將恢復,景氣復甦同業有共識。
(3) 籌碼持續往大戶集中,Q2將持續獲利
4. 進退場機制:
16.4進場 目標價20 年底就可能看到,航運景氣反轉,多頭可望延續3-5年。
航運業沒有驚喜,符合巴菲特所說的乏味,無聊,適合長期投資。
停損點設10%,可稍微放寬用總投入資金控制,單一個股不超過總資金20%。
這種公司,買在BDI八百多點,應該是相對低吧!!
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