[標的] 台積電的逆襲已回收
之前已經說過台積電今年會是豐收的一年,前幾年台積電在三星殺價,
以及韓元弱勢等情況下業績受到影響,走勢也偏弱,
但去年起情況有了變化,台積電目前在20奈米製程技術領先三星,
偏偏現又傳出20奈米三星良率發生了問題,韓元升值也讓三星雪上加霜
這有助於台積電在20奈米代工方面獨大,且有價格上的主導權.
個人估台積電今年稅後EPS可以達到或逼近10元,
目前113的股價不論拿本益比,毛利營利營收等基本面,
以及與三星競爭力和股價比,依然還是低估,
再怎麼說,台積電股價至少要回到過去差不多是三星股價/10000,這才合理
(三星今日還有132萬韓元呢)
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