[標的] 9945潤泰新 多
1.標的:9945潤泰新
2.分類:多
3.分析/正文:
(1)最近一直漲的高鑫零售,潤泰新是大股東之一,漲的原因是阿里巴巴提出新零售而且
一直收購實體通路,讓大家重新評估實體通路的價值,身為中國最大量販店,大家也認為
將來勢必會有與線上業者的合作甚至參股收購,所以最近漲勢兇猛
(2)佔潤泰新營收最大的金雞南山人壽,在全球升息環境下獲利前景不錯
(3)房市:台灣房市還在走空頭是肯定的,但潤泰新的收入主要是高鑫和南山,蓋房子以收
入來看站比較低,且台灣老屋超多,重建迫在眉睫,如果政策持續出籠,對潤泰新也算是
小利多之一
4.進退場機制:進場就是這陣子分批進場,退場待上述優點都發酵完或突發利空,真的要
抓個退場點就33吧,當然也可以參考其他技術指標來評估進退場
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01/10 15:07, , 1F
01/10 15:07, 1F
a虎解也已進場嗎~~
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01/10 15:08, , 2F
01/10 15:08, 2F
※ 編輯: uccucat (180.204.161.61), 01/10/2017 15:08:50
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感謝補充,同為3大壽險,南山的獲利也都查得到,確實是嚴重被低估
※ 編輯: uccucat (180.204.161.61), 01/10/2017 15:13:24
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噓
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