1. 標的:越股 HPG
2. 分類:多/長期投資
3. 分析/正文:
HPG和發集團(越南中鋼)
越南鋼管生產第一名公司
市佔率25%
生產家具市佔率80%
越南鋼鐵業只滿足國內消費需求40%
對外國進口鋼鐵仍實施關稅限制
國內基礎建設發展快速鋼鐵需求強
2017 第一次配股 50%,一張配500股
2016 配息15%(2.14NTD)配股15%
2015 配息10%(1.42NTD) 配股20%+30%
http://i.imgur.com/X1pD3PO.jpg
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