[標的] 2637慧洋消失
1. 標的:2637
2. 分類:多
3. 分析/正文:
今年度航運市況不佳及日幣升值所致,惟外幣兌換損失多屬未實現評價數且不影響現金流
量,慧洋是採每月月底日幣匯率評價調整,如未來日幣匯率反轉貶值,則會以外幣兌換利
益迴轉入帳。
日幣續跌,日幣貶值概念股
12月初公布11月營收,應會看到11獲利變好,除匯率外,另11月也已知有賠償違約金入帳
,貢獻0.8元
11/30 31
11/29 30.4
今年現金增資價28
今年現金增資之後最低價為27.6
慧洋:能熬到2020年的船東屆時都會大賺
http://www.chinatimes.com/newspapers/20161129000976-260202
4. 進退場機制:
這次看短線,12月初買上要公布11營收
目前價買12月初先上看33,12初看營收獲符不符預期,若公布11月獲利EPS(不含0.8元)
不多, 外幣兌換利益不多,就先下車。
停損29。
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※ 編輯: open100 (1.200.227.77), 11/30/2016 15:10:05
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