[標的] 3532台勝科
1. 標的:3532台勝科
2. 分類:多
3. 分析/正文:
(1)由於矽晶圓供應商已多年沒有擴產,在需求持續成長情況下,今年以來矽晶圓供貨
吃緊,第一季及第二季議定的12吋矽晶圓合約價,均順利調漲1成幅度,第三季及第四季
合約價雖然仍在協商中,但包括晶圓代工廠及記憶體廠均已讓步接受漲價,預期漲幅將逾
一成,等於今年底矽晶圓合約價累計漲幅將達4~5成。
(2)4月營收10.93億元年增23.96% 1—4月達40.77億元。5月營收為10.25億元,年增11
.72%。營收穩定成長。
(3)法人佈局增加。
4. 進退場機制:(非長期投資者,必須有停損機制)
股價目前已經逼近60日最低價
進場:81
停利:87
停損:78.5
(以上小妹小小心得跟觀察,請各位大大賜教,謝謝大家)
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