[標的] 6195詩肯已回收
1. 標的:6195詩肯
2. 進場理由
a.基本面:1. 1月合併營收1.84億元 年增40.61%,2月營收為0.94億元,年增29.77%,
看起來2月衰退,其實是因為門市 2 / 9 – 2 / 15放假,且大家通常
不會在過年搬家,所以營收減少是正常的。門市繼續拓展到80家,今年
EPS坐7望8。
2. 詩肯掌握通路優勢,柚木由印尼進口,牛皮沙發在馬來西亞製造。連鎖
家具店的優勢一為品牌知名度,二是價格透明度,三是庫存調整方便。
3. 台灣地狹人稠,如何在有限的居住空間營造出有藝術氣息的生活?具設
計感的柚木家具是一個好選擇。
4. 老闆正派經營,看臉就看得出來。王爾德:不會以貌取人的人是膚淺的!
b.技術面:3/8尾盤散戶恐慌賣出,剛好承接,謝謝
c.籌碼面:中實戶開始進貨,股價往上ING
d.消息面:詩肯也要投入系統家具市場,設立「SCAN Furniture System」品牌,自行
設計並委外代工生產多樣化產品。
3. 進場價格:59.1
4. 停損價格:目標價100,基本面變質即停損
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