順豐控股、中通快遞、上海機場?交運板塊牛股投資邏輯分享

交通運輸行業有點、線、面三條賽道,板塊企業核心競爭力是為生產、消費循環提供可靠、低成本運輸產品和高效支持服務。交運行業同樣是牛股頻出的一個板塊,像順豐控股、中通快遞、上海機場、韻達股份、美蘭空港等等,在過去5 年裏面都實現了利潤的大幅增長,股價也相應節節攀高。
本期會議我們非常榮幸的邀請到方正證券研究所交通運輸行業首席許可先生,深度覆盤交運板塊過去10年,分析交運賽道的投資邏輯,挖掘那些受益於地理位置壟斷和行政壟斷,不斷提升的客流量和旅客價值,公司內在價值增大的優質細分賽道龍頭企業。

本次分享內容主要框架:1. 覆盤:不斷有新龍頭交運公司崛起;2. 發現:交通運輸行業的好賽道是點和麪;3. 驗證:交運高回報公司的基本面名副其實;4. 規避:從三張表中發現瑕疵;5. 展望:點、線、面三類交運公司的進化。會議時間:2020/9/4(週五) 16:00-17:00會議主題:點、線、面--交運優質公司的賽道與野望會議主講:許可(方正證券研究所交通運輸行業首席)參會資格:諮詢客服獲取限量免費參會資格參會方式:掃碼聯繫格隆匯-機構客服(微信ID:glh-jg),或者對口銷售經理。
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