[新聞] 花旗谷月涵:台股仍看11500點
1.原文連結:
中時
http://www.chinatimes.com/realtimenews/20170814002412-260410
2.原文內容:
受到北韓和美國的政治緊張情勢干擾,台股近期拉回下修。花旗分析師谷月涵Peter Kurz
發布最新台股報告,維持台股目標價11,500不變,對於台股長期仍抱持正向看法,並點選
科技股長期復甦步伐不變。目前台股出現的拋售下殺,可擇機逢低進場。最新台股組合
「買進」名單新增美食-KY(2723)及中裕(4147)2檔。而新增的「賣出」名單則有:中華電
(2412)、華碩(2357)、聯電(2303)等。
美食第2季單季稅後淨利4.76億元、年增28%,連8季獲利創同期新高。上半年累計稅後淨
利9.54億元、年增28.5%,EPS達5.85元。美食在美國市場展店有成、全球總店數突破千
家,下半年營運能轉強。美食除在兩岸持續拓點,在美國力拚年底開出40家85度C,目標
5年內全美店數150家。且進入第3季旺季,隨著總店數成長,營收成長可期。
中裕(4147)愛滋病新藥TMB-3557月初取得美國FDA優先審查資格,審查時間將縮短為6個
月,市場認為目前關鍵查廠過關機會大,最快年底就能取得藥證。
在新增賣超股的部分,中華電因價格競爭白熱化;華碩則是PC掉市占,且智慧型手機未見
明顯轉機;而聯電則是在領導創新的投資略顯淡出。
花旗環球證的最新台股買進名單為:台積電(2330)、鴻海(2317)、大立光(3008)、中信金
(2891)、億豐(8464)、美食-KY(2723)、中裕(4147)、日友(8341)等。
3.心得/評論:
谷大師在這多空相爭的當下,又開示了!!
http://i.imgur.com/sV7cDBn.png
感謝谷大師,賜我吃、賜我穿!!
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