[標的] 光X已回收
1. 標的:光X
X頡
2. 進場理由
a.基本面:Q1EPS=0.62,營收穩定成長;
Q2為被動元件旺季,業蹟會更好,可能有創營收歷史新高機會
b.技術面:年線即將翻揚,可能在整理一陣,也可能明天一去不回頭
c.籌碼面:今年以來,主力成本約在27.6
d.消息面:六七月可能擴產
http://www.investor.com.tw/onlineNews/NewsContent.asp?articleNo=14201305070041
這產業的龍頭是同欣電,光頡散熱基板的產能一直拉不起來,所以成長動能有限,
六七月若擴產有單,營收創新高沒問題,公司經營也較穩健,負債比頗低10~20%左右
目標價 34~35
3. 進場價格:主力成本+7%以下
4. 停損價格:看個人策略
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※ 發信站: 批踢踢實業坊(ptt.cc)
◆ From: 111.240.225.51
※ 編輯: besthesitate 來自: 111.240.225.51 (06/03 21:21)
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