[新聞] 台驊看Q3海運旺季仍有變數 先不要看那麼長
原文標題:台驊看Q3海運旺季仍有變數 先不要看那麼長
原文連結:https://m.cnyes.com/news/id/5560075
發布時間:2024-5-13
記者署名:王莞甯
原文內容:
貨攬業者台驊 (2636-TW) 今 (13) 日指出,紅海危機暫時很難解,預料最快也要等到美
國選舉前後才會有改變,目前看第二季海運價量都不錯,但第三季旺季仍是有變數,「先
不要看那麼長」。
台驊認為,以巴衝突牽涉到種族和宗教因素,「很難解」,停火不會那麼快,還是要看美
國態度,但今年又有美國總統選舉,地緣政治變數很大。
台驊進一步提到,美國線艙位搶得兇,主要是因歐洲線的外溢效益,航商繞行好望角吃掉
歐洲線運力達 20%。
台驊認為,船公司結構和疫情前已經不同,「大家都現金滿滿」,不過,現在市況不要看
那麼長;台驊日前公告於去年 7 月 19 日至 5 月 10 日共取得 5904 張陽明交易總額
約 2.88 億元,每股平均價格 48.88 元,取得目的是提高資金使用效益。
心得/評論:
擁有最懂海的男人的台驊
之前顏董都盛讚海運
要大家一張不賣奇蹟自來
現在公司反而覺得Q3旺季能有變數?
--
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※ 編輯: DrowningPool (218.32.44.219 臺灣), 05/13/2024 14:05:19
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