[標的] 正文(多)
標的:正文4906
2. 分類:多
3. 分析/正文:
消息基本分析:
北極星-KY現增7.2億 大股東正文力挺
網址如下:
http://www.appledaily.com.tw/realtimenews/article/new/20170707/1156285/
新藥廠北極星藥業-KY(6550)現增4000萬股,每股發行價格18元,總計7.2億元,已全數
收足,其中以原股東正文(4906)旗下子公司G-TECHNOLOGY INVESTMENT CO., LTD所認購
之百分比為最高。
正文增資18塊(7.2E),私募33.6塊(359張)依照目前北極星價位90元計算,研判可能已經
獲利40E以上,正文5G未來是前景趨勢佳,股本31E來說,未來北極星被大藥廠併購,一次
認列獲利將達EPS 10塊(依北極星股價100元估算),如大藥廠天價收購北極星股價300元計
算,正文EPS可認列30塊以上。
籌碼分析:
從8/15日至9/21期間三大法人(外資)賣了3萬7000多張,持股也從28%降至17%,35天狂賣
正文;股價呢?? 股價呢?? 股價呢??,股價從22塊漲至24.35塊,漲幅10%。
籌碼暗藏玄機???
4. 進退場機制:(停損價位/出場條件/長期投資)
(1)進場:25.5
(2)出場條件:30.5(母以子貴,北極星取得藥證或併購時間請納入考量)
(3)停損價位:23
補充:
(6550)北極星藥業-KY本公司召開法人說明會
符合條款第XX款:30
事實發生日:106/09/25
1.召開法人說明會之日期:106/09/25
2.召開法人說明會之時間:15 時 00 分
3.召開法人說明會之地點:台北市松壽路2號3樓(台北君悅酒店3樓凱悅廳二區)
4.法人說明會擇要訊息:公司臨床試驗規劃及營運說明
本次法說會也許有大利多??北極星漲,母以子貴,正文業外投資賺翻了??
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.171.171.46
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1505987008.A.A2A.html
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