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$胜狮货柜(00716)$ Morgan Stanley最新的model假设在2021年中集集团的集装箱业务net margin为16%。若胜狮的net margin也是16%,今年胜狮净利润应为1亿美元,以公司现在2亿美元的市值计,市盈率为2倍,按历史派息比率33%计,2021年的股息率应为17%。胜狮的股价肯定是低估了!

$中集集团(02039)$
$中远海控(01919)$

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2021-06-29 17:52

那是严重低估啊 - 起码要到2.0以上

2021-06-29 05:39

怎么一个非常好法啊?

2021-06-28 04:45

啥临界点?

你保守了,马上你会修正你的看法

2021-06-25 13:46

$中集集团(02039)$ 8千刀一大柜!!!???
World Container Index - 24 JunDrewry’s composite World Container index increased 15.9% or $1,104 to $8,061.65 per 40ft container.
Drewry World Container Index
Our detailed assessment for Thursday, 24 June 2021The composite index increased 15.9% or $1,104 this week, and also, remains 332% higher than a year ago.
The average composite index of the WCI, assessed by Drewry for year-to-date, is $5,533 per 40ft container, which is $3,546 higher than the five-year average of $1,987 per 40ft container.
Drewry’s composite World Container index further rose 15.9% or $1,104 to reach $8,061.65 per 40ft container, which is 332% higher than the same week in 2020. Freight rates surged on the transpacific lanes, for instance; rates on Shanghai-New York and Shanghai-Los Angeles soared 39% and 34% to $11,180 and $8,548 per feu, respectively. Spot rates on Shanghai-Genoa increased $603 to stand at $11,448 for a 40ft box, which is 540% higher than same period in 2020. Similarly, rates on Shanghai-Rotterdam gained $779 to reach $11,975, a Y-o-Y change of 626%. Likewise, rates on both New York-Rotterdam and Rotterdam-New York grew 3% to come in at $1,155 and $4,744 for a 40ft container, respectively. Drewry expects rates to remain on the higher side in the coming week.
$中集集团(SZ000039)$ $中远海发(02866)$