[標的] 6108 競國(僅做實驗)
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1. 標的:6108 競國(僅做實驗)
2. 分類:多
3. 分析/正文:
a.基本面:
優點:
1.105年EPS 3.16元,近期新高,本益比10倍,比起其他PCB廠有點過低。
2.泰國廠虧損情形大幅改善,今年預期可獲利。
3.大陸廠獲利穩定成長。
3.大陸廠獲利穩定成長。
4.毛利率大幅改善,成本控制得當。
5.滿手現金,加上目前沒有明顯的資本支出,5月公告股利可以期待!
缺點:
1.Q1台幣升值,毛利率可能會受影響,可能吃掉Q1獲利,推估Q1可能小賺。
2.Q1營收目前看起來與去年相當,還沒有明顯成長。
b.技術面:股價沿者月線持續向上,上升格局不變。
c.籌碼面:
優點:
1.外資近半年買超1.6萬張,幾乎每天買!
2.融資張數未大幅增加,籌碼尚屬穩定。
缺點:
1.百張以下占比仍高,股價往上時,會有獲利了結賣壓。
d.消息面:泰國廠車用PCB板品保實地查核,看起來應該是通過了,車用PCB板毛利較
目前其他產品都高,此部分訂單到手,可以進一步改善毛利率。
4. 進退場機制:31.6
a.停利:38 (本益比12倍)
b.停損:29.15 (近期低點)
心得:小弟目前是想做一個實驗,就是當一個績效不錯的人(非本版的股神們),他在股
板上PO一個標的文,到底會有怎樣的發展?
1.是就真的會朝目標走呢?
2.還是反指標?
3.亦或是一日行情?
~~讓我們看下去~~
屁話不多說,附上對帳單
1-3月對帳單:
http://i.imgur.com/Pn2tZwY.png
目前競國持股:
http://i.imgur.com/TSS3h8i.png
P.S.現在操盤很忙,請不要站內信我,因為我不一定會回信,謝謝!
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 114.44.250.146
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1491318066.A.ED2.html
※ 編輯: yoderek (114.44.250.146), 04/04/2017 23:07:24
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