[標的] 8358 金居
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1.發文前請先詳閱[標的]分類發文規範,未依規範發文將受處份。
2.發標的文未充實內文,多空理由不充實者,板規1-1-5或4-4處份
3.進退場機制若非長期投資,請輸入停損價,否則依板規1-1-6處份
4.若為長期投資,但無充份分析理由,將依板規1-1-5處份
4.請依格式輸入內容,未依格式者板規1-1-2砍文處份。
5.分類選填請益或心得者,進退場機制得刪去。
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1. 標的:8358 金居
2. 分類:多
3. 分析/正文:
(1)第一季EPS 1.65,第二季營收少40萬,但有代工價下滑壓力的雜音,保守以15%淨利率
預估第二季EPS 1.4,上半年合計3.05.
(2)下半年旺季又來臨,但假設三/四季獲利與第二季相等,下半年EPS 2.8。全年5.05
(3)切入CCFL,對韓國軟板大廠正式出貨
(4)布局新利基產品,高頻與車用,可占比重8-10%
(5)電動車電池需求會持續排擠電子銅箔供給,長線而言,銅價與代工價將維持穩定
(6)即將辦理增資,股價有支撐
(7)本益比約9倍,有機會調整至12倍
4. 進退場機制:(非長期投資者,必須有停損機制)
出場條件:旺季即將來臨,可持有至三季/四季,除非旺季出現營收衰退之異常現象,如
單月營收低於5億則出場
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這裡已經進入高檔震盪區了!
※ 編輯: etan (111.184.36.182), 08/22/2017 22:53:21
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