1. 標的:2926 誠品生
2. 分類:多
3. 分析/正文:
(1) 文創第一品牌
(2) 本益比來到歷史低點
(3) 配息7.68,殖利率超過5%
(4) 3月營收月增+13.5%,年增+12.6%
(5) 實體書店持續佈局中港台,誠品中山站地下街籌備中
4. 進退場機制:(非長期投資者,必須有停損機制)
每年獲利穩健,現在買殖利率超過5%,此時不買更待何時,長期投資即可。
基本上不需要停損,殖利率已經來到相對抗跌的位置。
除非消息面上有公司經營不利的重大利空出現,否則現在愈跌愈買。
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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.160.148.159
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1492011919.A.7CB.html
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