[標的] 8435鉅邁,有機會拚百元的水資源股
1. 標的:8435鉅邁
2. 進場理由
a.基本面:績優股,連三年配息都在3元之上。
b.技術面:很冷的股,技術面能著墨的不多,上市三年來大多在50元上下壓縮,
日前小過上市高點60.2(來到60.3)後快速壓回10%,但都還在多方架構。
c.籌碼面:3億股本,董監持股15%,三大法人幾無持股。
d.消息面:大陸水十條正式通過,限水政策將提高廠商藥劑使用量。
3. 其他理由:
今年一二月的營收都在低檔,但三月已經快速拉起逼近歷史高點。
根據了解,後續的營收有機會創歷史新高。
而水十條部分,鉅邁純度最高,
深耕大陸已久,目前有30%的營收來自大陸,未來比重仍將續增。
鉅邁本來就是檔股本輕本質優的股票,現在若題材面跟營收能開始配合,
有機會開始走大波段。趁著大盤回檔之際,可以留意布局機會。
4. 停損價格:
收盤價不可低於54~53,不過目前量少,
持股也還在佈建階段,
所以實際上停損動作不會太明顯(白話講就是會凹單一下@@)
沒內線,有沒有人要做不知道,若沒人做,是很悶,
資金不多又想重壓的人要多斟酌。
資金多想大買的人也要考慮交投冷清好進不好出的問題
(當然,若炒起來就沒這問題了)
有更了解這間公司的版友也請不吝賜教。感謝!
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