Re: [心得] 樂陞事件心得
個人感想
3662 估計50塊以下可慢慢逢低承接
大家要搞清楚 這次收購失敗的關鍵
是因為百尺反悔所造成的 不是3662
3662 股利配發相當不錯
過去三年EPS 也是每年上升
別人恐懼的時候 就是貪婪的好機會
※ 引述《atmpopo (私は~)》之銘言:
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: 1.發文前請先詳閱[心得]分類發文規範,未依規範發文將受處份。
: 2.若提及股號股名,且屬未來性的預測或分析有推薦意圖,
: 請寫到 [標的] 分類,否則將以板規4-1砍文處份。
: ----------------------------按ctrl+y可刪除以上內容。---------------------
: 這次樂聲事件沸沸揚揚地都聚焦在收購,不過我對他有興趣是由於公司的大膽槓桿
: 財務策略,從收購一之鄉等公司就可以知道這老闆的嘴上功夫以及議價能力很威,
: 基本上蛋糕跟咖啡的收購價都是算不錯的。同步公司如果獲利真的有7500萬人民幣
: 以上的能力(財報無法考證),基本上也只要8年就可以回收,感覺都是挺有遠見的。
: 還有再者樂美館也快上櫃了,此子公司獲利也尚可。
: 所以當初在看這次收購案的時候,分析綜合條件,原本判斷這次收購案失敗機率很高,
: 想等恐慌賣壓出籠的時候進場,不過...現在演變成誠信問題的話...很難想像這家
: 公司還有投資者敢相信嗎?????
: 這家公司有沒有心要經營看兩個面向
: 1.售子公司的錢是否有進帳
: 2.同步公司收購是否有完成,獲利能力有無膨風(是大便還是黃金)。
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