[標的] 億泰 1616 長多消失
1. 標的:
億泰1616
2. 分類:多/空/請益/心得
長多
3. 分析/正文:
基本面:
營收相比去年,增長許多。(不過也是去年營收真的不太好)
1月營收年增59.7%,2月年增38.5%,3月年增15.8%
2018年累積年增34.8% 預估Q1 EPS轉正
淨值也慢慢提升,目前股價有被低估,故目前進場還有獲利空間
國際銅價目前因居高檔(現6796元)
緊接而來的是太陽能發電的旺季,太陽能電纜的需求應該會增加
應該可以帶上一波上漲
只要公司銅相關產品期貨避險不要再虧損獲利應該會不錯XD
公司簡介:億泰為電器電纜產業之上市公司
目前公司有做的項目有裸銅線,鍍錫線,電子線,電源線,電腦線
隔離線,同軸電纜,PVC電線,電纜
交連聚乙稀高低壓電力電纜及通信電纜,光纖光纜,區域網路
電纜,數位電纜,低煙無毒電纜,防火,耐熱電纜等製造、加工及買賣等等
未來走勢:
若能打入電動車電源線的生產鏈跨足電動車的市場
以及5G通信電纜的市場(5G HYBRID CABLE)
甚至是水下電纜(ROV 水下電纜)>>不過現在來看大亞是最有可能研發出這個技術的
這個部分就看億泰能否突破了
同類個股表現方面:
最近同類競爭跌慘慘,像是大亞、合機、大山、宏泰
億泰相對抗跌,似乎還有逆勢上漲的趨勢
券商估計在偷偷吃貨
這檔幾乎沒有外資,都本土券商在玩
4. 進退場機制:(非長期投資者,必須有停損機制)
進場:6.27元(超級奈米戶張數就不講了)
停利:8元(視情況)
停損:國際銅價跌破6000元
(跟單請自負盈虧)
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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 59.115.203.195
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 59.115.203.195
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1523713624.A.5C8.html
※ 編輯: Stefanstefan (101.15.5.95), 04/14/2018 21:50:51
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※ 編輯: Stefanstefan (101.15.5.95), 04/14/2018 21:57:01
※ 編輯: Stefanstefan (101.15.5.95), 04/14/2018 21:57:58
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