[標的] 頎邦6147連三天跌停,怎麼辦?已回收
1. 標的:頎邦6147
2. 進場理由
a.基本面:因驅動IC封測頎邦(6147-TW)原本對第 4 季看法正面,營收可望向上成長,不過近期市場傳
,由於大尺寸面板需求不如預期,加上競爭壓力,頎邦也不得以須降價維持產能利用率,
外資更紛紛降評對頎邦的看法,法人估第 4 季營收恐較第 3 季下滑,低於原先預期,利
空出爐壓抑頎邦股價重挫,繼昨日重摔後,今(12)日再吞一根跌停,股價恐跌破前低,而
雖然封測廠降價,有利客戶IC設計毛利率表現,但降價卻也顯示短期需求恐不佳,包含聯
詠、旭曜等股價也面臨修正回檔壓力。
頎邦11月公布的營收結果,僅12.1億元,月減11%,遠低於市場預期,法人指出,11月營
收表現不佳,顯示市場需求疲軟,市場也盛傳,在需求不如預期的壓抑下,頎邦開始降價
以維持產能利用率,恐衝擊第 4 季營收表現,法人估第 4 季營收恐較第 3 季下滑,減
幅估達 5 %,同時在降價影響下,ASP走弱連帶也將影響毛利率。
來源:http://news.cnyes.com/Content/20131212/KHC1EWB4CUOWY.shtml?c=tw_stock
b.技術面:日線圖往下,
連跌停板第三天,量為快七千張,量昨天三千多張,今日量為六千多張
c.籌碼面:
d.消息面:如基本面
3. 進場價格:48.75
4. 停損價格:再一根跌停就走嗎?不看好?或是會在上來?
PS:看即時明細,發現某一時刻有500支入場,是否可以判斷是好呢?
請高手指點,謝謝。
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