[標的] 1817.TW 凱撒衛(多)
標的:1817.TW 凱撒衛(多)
分類:多
分析/正文:
本篇靈感來自幾天前國碳科標的文
同樣受惠國內
1.營建市場需求旺盛(新建案、修繕)
2.公共工程市場帶動(如大巨蛋、社宅)
3.新商品電漿滅菌廚房龍頭,首季正式上線銷售並開始出貨,可望成為今年營運的助力。
越南:
過去越南市場每年對公司每股獲利挹注約2元左右
近年因疫情影響、當地政府打壓房市,區域市場表現疲弱,市場目前為谷底
越南央行甚至四度降息救經濟(房市),後續營運將漸入佳境,公司乘機改善體質。
從財報揭露事項
也可發現相較去年Q1
海外市場(越南為主)虧損已大幅改善
https://i.imgur.com/v0rcMQu.jpeg
![](https://i.imgur.com/v0rcMQu.jpg)
![](https://i.imgur.com/SKGldUI.jpg)
另Q1 eps 0.93元
為上市以來同期新高
結論:
1817長年配息2元上下,股價長年40上下波動,為標準定存股
國內新建市場如公共工程接單成長抵銷越南虧損,在國內成長的基礎下,越南也慢慢復甦
,看好未來雙引擎成為獲利成長動能
進退場機制:
看好股價站穩40以上
看好明年配息重返2元以上
40以下穩定存
均屬分享,不代表任何買進賣出操作之建議
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