[標的] AD 換 LUKA 討論
標的:
Ahold Delhaize公司 (股票代號 : AD)
https://imgur.com/d5nTFsD
Luka Rijeka公司 (股票代號 : LUKA)
https://imgur.com/rsbpSZk
分類:討論
分析/正文:
Ahold Delhaize是荷蘭零售巨頭
主業是超市和電子零件,近期不段擴張版圖已遍布歐美地區
本來有考慮建倉買進
但川皇開啟關稅戰,歐洲首當其衝
不只提高成本,若美國消費因此衰退也不利AD的北美市場
後來看到Luka Rijeka公司,是克羅埃西亞的港口物流公司
雖然以航運來說 LUKA的本益比達到12倍有點太胖了
但考量到關稅戰可能會讓全球航運再次供不應求
(航運公司以拖待變,不進港以免被抽高額關稅,拖時間等政策改變的可能)
短時間可能獲利會大幅增加
請問如果把倉位從AD換成LUKA會比較賺嗎?
謝謝
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