[標的] 台光電
1. 標的:台光電
2. 分類:空
3. 分析/正文:
純摸頭操作,目前股價大漲跟同類股CCL走勢不同,有向台郡看齊的味道。
首季財務報表,創近3季新低,比前一季減少9.18%,年增29.36%,每股稅後純益2.26元
。
台光電首季營收57.67億元,毛利率24.36。毛利率創7季新低,比前一季及去年同期各下
滑1.99、0.43個百分點。
雖然台郡也是Q1EPS很差狂噴
但下半年展望完全不同
台郡受惠i8製程變複雜,ASP提高有利營收及毛利。
台光電目前似乎不在類載板供應鏈內。
銅價Q2走跌,去年Q4大漲的利差已不存在。
4. 進退場機制:(非長期投資者,必須有停損機制)
摸頭極短線操作,現股120進,過125停損。
希望比照TPK走勢~
--
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