[標的] 3045 台灣大 多已回收
1. 標的:3045 台灣大
2. 進場理由
a.基本面:
1.QE準減碼,美國景氣可能復甦,資金將回流美國,適合防守型股票。
2.近五年平均現金股利約五元,今日收盤價為88.3,配息報酬率約5.6%。
3.前台灣大總經理接任富邦金控總經理,應該會推動與整合富邦集團雲
端及電子化,對於台灣大營收應有助益。
4.2013年EPS應為電信三雄最高,但本益比卻為最低,可能低估其價值。
5.1月營收比去年同期一月成長近7%,。
b.技術面:不會看
c.籌碼面:外資一直賣
d.消息面:1月營收同期成長7%,1月EPS0.57元為電信獲利王。
3. 進場價格:88.1
4. 停損價格:85
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※ 編輯: jasonmoon 來自: 123.192.119.50 (02/10 22:30)
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