[標的] 5904 寶雅 多
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2.發標的文未充實內文,多空理由不充實者,板規4-1或4-4處份
3.退場機制未說明價位、出場條件或長期投資,並敘述對應之理由者,板規4-1
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1. 標的:5904 寶雅
2. 分類:多
3. 分析/正文:
》一年前曾推薦這檔績優股,也持有蠻久的
近期因為大盤不好一度賣掉,但再多面考量後決定再進場繼續持有。
》基本面基本上沒太大問題,在台灣長期低薪環境下這種平價百貨業者反而能有穩定獲利
。
》目前全台灣總店數13X間來看為同類業者市佔率第一,以公司長期展望一年展店至少25
間來看,幾年內難有競爭對手(最大對手美華泰目前總店數約30家)
財報面:近5年獲利皆維持雙位數高成長(每月公布的營收年增率幾乎為正數),今年第
一季雖僅年增4%,但在持續展店下等營收規模壯大後要毛利應可維持高水準。
股價推估:以去年股價300-400,本益比可達30-40倍。以今年預估Eps12元,合理價位應
有360-480
(本益比能這麼主要為市場獨佔率與穩定營收幾乎不受景氣影響)
4. 進退場機制:(停損價位/出場條件/長期投資)
長期投資
(以上僅數小弟長期觀察此檔的建議,請留情..)
--
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