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《熱門族群》Q3「盈」面大，貨櫃雙雄同登月線

Jul 10th 2014, 03:44

《熱門族群》Q3「盈」面大，貨櫃雙雄同登月線
2014/07/10 11:44時報資訊

【時報記者江俞庭台北報導】進入第三季旺季，在國際運價調漲加持下，貨櫃航商長榮 (2603) 、陽明 (2609) 今股價上漲逾2%，一舉站上月線。

迎來開學潮運貨旺季，泛太平洋穩定協會（TSA）於月初調漲旺季附加費後，預計將於15日再度調漲運價，每FEU（40呎貨櫃）加收200美元，不排除8月再度喊漲。

據歷史經驗，貨櫃航商受惠於第三季貨櫃航運旺季，伴隨著運價調漲，若沒有太大利空，皆會由虧轉盈，以去年第三季來看，單季獲利甚至一舉反轉上半年虧損。

反映運價調漲利多，長榮、陽明今股價上漲逾2%，雙雙站上月線支撐。

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