[標的] 神準(3558)
1. 標的:神準(3558)
2. 分類:多
3. 分析/正文:
網通族群獲利王,去年每股獲利11.42元,今年前二月營收年增11.42%,但去年每季的毛
利逐季下降,故股價由2015年6月的290滑落到去年最低的129.5,去年董事長認為是谷底,
若去年的低毛利率能夠在今年稍微拉高,營收成長雙位數,152這邊的股價算是低估了。
今年的訂單看到3-5個月,若營收維持雙位數成長,毛利能拉高一點,今年要比去年好是
有機會的,技術面來看在150-170盤四個月了,股價反應營收覺得差不多了,目前處於低
基期,外加投信差不多把股票都出脫了,風險不大,若營收毛利稍微拉高180-200是有機
會的。
4. 進退場機制:
多單在154.5, 163 165各買一張 , 停損:140, 停利180-200
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