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標題: 航運股 [打印本頁]

作者: chenleon1 時間: 2015-2-16 16:52 標題: 航運股

TAL International Group, Inc. is a lessor of intermodal containers and chassis. The Company has two segments: Equipment leasing, in which the Company owns, leases and disposes containers and chassis from its lease fleet, as well as manages containers owned by third parties, and Equipment trading, in which the Company purchases containers from shipping line customers, and other sellers of containers, and resells these containers to container traders and users of containers for storage or one-way shipment. As of December 31, 2011, its owned fleet included 1,598,132 twenty-foot equivalent units. During the year ended December 31, 2011, the Company sold approximately 69,700 twenty-foot equivalent units of its owned containers.

[ 本帖最後由 chenleon1 於 2015-2-16 16:54 編輯 ]

作者: chenleon1 時間: 2015-2-16 16:58

Textainer Group Holdings, Ltd., a holding company, which operates as a lessor of intermodal container based on fleet size. It operates its business in three segments: Container Ownership, Container Management, and Container Resale.

作者: mikeon88 時間: 2015-2-16 22:40

同樣是航運股，怎麼獲利差這麼多？

作者: kaka 時間: 2015-2-17 00:22

大型貨櫃航運股不適合巴菲特班的持股方法
比較像是轉機股,不能持續維持高ROE,
ROE受到全球GDP成長影響相當大

運費被全球景氣GDP成長,貨櫃船運量影響

運費調漲才是貨櫃航運股最重要的事
全球景氣不好,運費就難調漲,
之前搶著造新船,運量大增,運費更難調漲...

2010年因為全世界主要航商都大賠錢,再不調漲運費,自己財報都太難看了
(丹麥馬士基 , 台灣長榮,陽明海運....)

所以才會全球航商到台灣關門開會,一起調漲運費

股票賺一兩倍的情形
運費上漲,運量增加,價漲量增

作者: Becky0920 時間: 2015-2-17 13:15

我的中航..好痛苦..當年剛從巴班畢業買的股票.一次買太多..雖然減持股了..還在賠本狀態中..後來都靠美股績效來救!

作者: chenleon1 時間: 2015-2-17 15:01

wow...慘不忍睹.
多種果樹很重要!

作者: chenleon1 時間: 2015-2-17 15:04

作者: kaka 時間: 2015-2-17 17:59

TAL和TGH是貨櫃管理服務類似台股的中櫃
不同於大型貨櫃航運公司（長榮，陽明）及散裝航運（裕民，中航）

[ 本帖最後由 kaka 於 2015-2-17 18:02 編輯 ]

作者: kaka 時間: 2015-2-17 18:29

香港的和記黃浦及杜拜的英國DP World 也是港口管理服務

作者: phcsam 時間: 2015-2-18 10:38

QUOTE:

原帖由 Becky0920 於 2015-2-17 13:15 發表
我的中航..好痛苦..當年剛從巴班畢業買的股票.一次買太多..雖然減持股了..還在賠本狀態中..後來都靠美股績效來救!

中航本就是景氣循環股,既買了就要有長期等待的準備,畢竟景氣不可能在短時間內就突然熱起來, 平均ROE也就要自己調整, 我買了也放了快3年的時間, 買股票要學習等待, 這也是人生的一種學習啊, 祝各位同學都能把買的股票等到貴價.

作者: LI阿宏 時間: 2015-2-18 13:39

航運股喔!勿高勿低的,難忍受.........且一等就好幾年........
即然很難賺到錢,何不改投資別支呢?
好股非常多..........

作者: sheeplvl2 時間: 2016-1-4 08:39

全世界的貨運公司清單
https://en.wikipedia.org/wiki/List_of_freight_ship_companies

作者: kaka 時間: 2016-3-6 21:17

Costamare Inc (NYSE:CMRE) 希臘 , 貨櫃船公司

http://www.costamare.com/

Costamare Inc. is a leading international owner of containerships.

With a fleet of vessels ranging from about 1,000 TEUs to about 14,000 TEUs capacity, Costamare Inc. serves ocean carriers that demand a high standard of safety and reliability and are, in most cases, among the world's largest liner companies. Costamare Inc. and its predecessors draw on a history of more than 41 years in transportation of goods by sea, with more than 30 years of these in container transportation.

http://www.google.com/finance?q=NYSE%3ACMRE&ei=5incVvHdGsyJ0gSXhqaoAQ

Costamare Inc. (Costamare) is an international owner of containerships.

The Company provides worldwide marine transportation services by chartering its container vessels to the liner operators under long, medium and short-term time charters. As of February 27, 2015, the Company had a fleet of 68 containerships with a total capacity in excess of 447,000 twenty foot equivalent unit (TEU), including nine new builds on order.

The Company's containerships operate primarily under long-term, fixed-rate time charters. The Company's fleet of vessels includes COSCO GUANGZHOU, COSCO NINGBO, COSCO YANTIAN, VANTAGE, MSC MANDRAKI and ZIM NEW YORK, among others.

As of February 27, 2015, the average (weighted by TEU capacity) remaining time-charter duration for its fleet of 68 containerships was approximately 4.5 years, based on the remaining fixed terms and assuming the exercise of any owner's options and the non-exercise of any charterer's options under its containerships' charters.

[ 本帖最後由 kaka 於 2016-3-6 21:18 編輯 ]

作者: kaka 時間: 2016-3-7 21:54

Ship Finance International Limited (NYSE:SFL) 船舶出租

http://www.shipfinance.bm

Fleet List
http://www.shipfinance.bm/page/6831/Fleet_List#&display=all

Ship Finance International Limited is an international ship owning and chartering company.

The Company is engaged primarily in the ownership and operation of vessels and offshore related assets, and also involved in the charter, purchase and sale of assets.

The Company operates through subsidiaries, partnerships and branches located in Bermuda, Cyprus, Malta, Liberia, Norway, Singapore, the United Kingdom and the Marshall Islands.

The Company's assets consist of approximately 19 oil tankers, 14 drybulk carriers, 17 container vessels, two car carriers, two jack-up drilling rigs, three ultra-deepwater drilling units, six offshore supply vessels and two chemical tankers.

The Company's oil tankers and chemical tankers are all double-hull vessels. Some of its customers include Frontline, Seadrill, NADL, Sinochem Shipping Co. Ltd., China National Chartering Co Ltd, Heung-A Shipping Co. Ltd., Hyundai Glovis Co. Ltd., Western Bulk A/S, Hamburg Sud Group and Hanjin Shipping.

作者: kaka 時間: 2016-4-9 13:40

全球最大貨櫃輪班傑明富蘭克林號首航高雄港

https://tw.mobi.yahoo.com/home/%E5%85%A8%E7%90%83%E6%9C%80%E5%A4%A7%E8%B2%A8%E6%AB%83%E8%BC%AA-%E7%8F%AD%E5%82%91%E6%98%8E%E5%AF%8C%E8%98%AD%E5%85%8B%E6%9E%97%E8%99%9F%E9%A6%96%E8%88%AA%E9%AB%98%E9%9B%84%E6%B8%AF-024328879--finance.html

[ 本帖最後由 kaka 於 2016-4-9 13:43 編輯 ]

作者: shangh 時間: 2016-4-11 19:53

中航擬辦減資23% 退還5.89億元給股東
（中央社記者韋樞台北2016年4月8日電）中航 (2612) 今天董事會決定辦理現金減資23%，中航表示，這次共退還新台幣5億8988萬9040元給股東，以提升股東權益報酬率。
中航表示，為提升股東權益報酬率，擬辦理現金減資退還股東股款；共退還5億8988萬9040元，消除股份5898萬8904股，減資後上市普通股股數為1億9748萬4593股。
中航董事會同時決定擬配發現金股利每股0.2元，換算現金殖利率約0.81%；105年股東常會預計6月28日在台北市喜來登大飯店B2舉行。

作者: kaka 時間: 2017-10-14 03:13

德航運三哥聲請破產
https://money.udn.com/money/story/5599/2506236?from=popin

作者: Guanguan 時間: 2017-10-14 05:32

繼韓進之後又一間破產...
航運的後勢，需要好好關注

作者: kaka 時間: 2017-10-14 09:30

丹麥航運股……馬士基航運……世界最大貨櫃航運公司

馬士基擬併德國同業收購價估50億美元

https://money.udn.com/money/story/5602/2145157?from=popin

作者: kaka 時間: 2017-11-3 23:45

《航運股》Q3創近16年最大虧損，台船擬先減資再增資
https://tw.mobi.yahoo.com/finance/%E8%88%AA%E9%81%8B%E8%82%A1-q3%E5%89%B5%E8%BF%9116%E5%B9%B4%E6%9C%80%E5%A4%A7%E8%99%A7%E6%90%8D-%E5%8F%B0%E8%88%B9%E6%93%AC%E5%85%88%E6%B8%9B%E8%B3%87%E5%86%8D%E5%A2%9E%E8%B3%87-090824544.html

作者: mikeon88 時間: 2017-11-3 23:48

台船剛上市時獲利還不錯，沒幾年就變差了，
新上市股要多等2年，這又是明證。

作者: kaka 時間: 2017-11-3 23:56

馬士基砸40億美元併同業每年可撙節4億美元成本
https://money.udn.com/money/story/5602/2432606?from=popin

作者: kaka 時間: 2018-2-17 16:44

作者: kaka 時間: 2018-2-17 16:46

作者: kaka 時間: 2018-3-24 13:04

Seaspan 公司-總部在香港的全球最大貨櫃船租賃公司

歡迎光臨巴菲特班洪瑞泰 (Michael On) (http://mikeon88.freebbs.tw/)