[標的] 蘋概股很便宜,不過要注意折舊費用
從去年的某段時間開始,蘋概股成為殺盤的重心,那金融股就不用說了
然後看了一下本益比105/01/22
3008大立光 本益比 10.76倍
2474可成 本益比 6.90倍
6269台郡 本益比 6.51倍
6153嘉聯益 本益比 12.11倍
2313華通 本益比 7.95倍
還有一些沒列出來,有興趣的看一下Apple供應商名單
人氣王的蘋概股怎麼本益比這麼低,感覺天天都便宜
除了營收衰退之外,我覺得更重要的是折舊問題
畢竟要吃蘋果,也要砸錢擴充設備
一般多以2~5年攤提,但我想以iPhone換個數字就換個技術來看
可能攤提時間更短,若營收無法同步拉上來,那就顆顆了
莫忘勝華、TPK
資產負債表也值得看一下
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