[標的] 6192巨路已回收
1. 標的:6192巨路
2. 進場理由
a.基本面:雖然Q1從營收看起來並不如何 , 但是毛利率卻創下新高!!~
因為此公司有兩個部門 , 一塊是工廠工程控管 , 一塊是電子貿易
, 程控這塊的業績向來毛比貿易較高 , 也是公司主要的成長動力!
而公司已經放話說下半年程控業績這塊將會比上半年成長五成 ,
今年eps應該還是有六塊多 ~
這檔賭的就是程控業績比重的升高 , 進而毛利率也升高~
最後EPS也升高 , 如果市場仍給予一樣的本益比 , 那就賺到資本利得~
b.技術面:其實線不好看 , 很弱.
c.籌碼面:外資持有近12% , 投信自營不愛 , 每天的交量其實也不多.
d.消息面:
3. 進場價格:63.8
4. 停損價格:
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