[標的] 3605宏致 多
1. 標的:3605宏致
2. 分類:多
3. 分析/正文:
重點整理:營收持續創四年新高,第三季獲利看好。缺點目前交易量能不足埋沒了這檔潛
力股,目前的價位真的超級低的,建議買進,等多方開始攻擊上車就來不及了。
新聞:連接器宏致(3605)7月營收創下新高,法人預期8月營收會再優7月,續創新高,9月
還有挑戰6億元實力,本季營收將如期創高,今年營收也將兩位數成長,營業利益也會呈
現年增,只是考慮台幣與人民幣的匯率波動,恐影響整體獲利的增長,接下來的合併綜效
是未來營運再度轉骨的關鍵。
宏致上市之初是以筆電板對板與板對線的連接器為主,後透過研發投入的轉型與併購,加
深非筆電的布局,近幾年包括收購了線材廠龍翰、入股大陸車用線束廠南通大地與併購歐
洲通路商弼聖,為的就是取得非筆電連接器的產能、技術與客戶資源,以加快轉型速度,
目前筆電佔營收比重也已較高峰時期的八成以上明顯下滑,且如宏致與龍翰及南通大地產
品搭配,送客戶認證的比重也逐年增加。
而宏致今年7月正式併購歐洲通路商弼聖,根據法人的估計,一個月的營收挹注約落在8千
萬至1億台幣,也帶動7月營收創高,8月營收有續增實力,最快9月有機會挑戰6億元,本
季營收季增率將逾35%,創下歷史高峰。
4. 進退場機制:
進場:強烈建議29以下均可買進,等站上攻擊季線可能就來不及了。
退場:若跌破近期低點26.3,忍痛賣出。
祝大家投資順利,買低賣高賺大錢。
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