1342.TW 八貫 溺水救生衣多 - 股票

By Jack
at 2021-05-20T08:30
at 2021-05-20T08:30
Table of Contents
1. 標的: 1342 八貫
2. 分類:多
3. 分析/正文:
1. 機能布,TPU產業復甦,終端需求戶外/醫療/逃生 目前看不到消退跡象
2. 今年Q1原料大漲,加上台幣貶值,可是毛利沒有差異太大,代表有能力轉嫁下游
3. 最近跳水水手多,未來肯定還有,救生艇TPU需求肯定大增!
4. 航空逃生梯,越多架跑越快!
4. 進退場機制:
50以下持續進場,長期投資,
拉過75退場等待下次機會
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