[新聞] 《熱門族群》BDI指數刷3年高,貨櫃3雄出
1.原文連結:
https://goo.gl/scgtWf
2.原文內容:
【時報記者任珮云台北報導】周一BDI指數刷新3年新高,受助大西洋市場糧
食貨載航線,南美糧食貨載放量,支撐巴拿馬型船舶租賃運價持續走揚,推
助波羅的海乾散裝綜合指數(BDI)上漲13點,漲幅逾0.9%,周一終場以1398點
,為連續第3個交易日收升,刷新三年高位,為2014年11月10日以來最高。早
盤長榮 (2603) 、陽明 (2609) 及萬海 (2615) 股價同步走揚。
長榮8月營收為137.6億元,年增35.6;陽明8月營收為125.8億元,年增24.5%
;萬海8月營收為53.44億元,年增14%。
小摩上修該產業在2017-18年的供需估值,今年貨櫃航運成長幅度超過市場預
期,預估至2019年貨櫃航運都將有不錯的表現。
陽明上半年合併營收634.8億元,稅後淨損13.46億元,EPS為-0.77元,虧損
情況也較去年同期大幅改善。由於第三季為遠洋航線旺季、市場運價提升不
少,貨櫃雙雄單季業績已令市場期待。若今年第四季淡季不淡,單季可持平
或小賺,則全年豐收可期。
3.心得/評論:
長榮海 難得可以買比抄底王便宜 PTT法人還不快進來讓抄底王抬轎
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