13檔疫勇軍,長線護短線 - 股票
By Wallis
at 2020-02-08T21:15
at 2020-02-08T21:15
Table of Contents
1.原文連結:
https://reurl.cc/8lKe1d
2.原文內容:
時報資訊2020年2月8日 上午1:03 [UTC]
【時報-各報要聞】新型肺炎打亂資本市場布局腳步,台股春節開盤後走勢大洗三溫暖,
法人認為,疫情對業績衝擊程度需密切關注,股價震盪難免,但影響時間預期不超過半年
。建議挑選產業趨勢正向、具高殖利率題材、及籌碼面有法人買盤照拂的個股,包括緯創
、中信金、永豐餘等13檔,具長線護短線優勢。
群益投顧董事長蔡明彥指出,陸廠規畫於10日復工,考量人力與物資運輸等因素,預期產
能全部恢復可能要到3月,經濟短線將遭遇逆風,但疫情對產業發展趨勢不會造成長遠影
響,且資金面有壽險等中長期買盤伺機入市,殖利率高的優質成長股可分批布局。萬寶投
顧總經理蔡明彰也認為,新型肺炎衝擊為短空因素,確診及死亡人數是兩大先行觀察指標
,當疫情受到控制後,獲利穩健、評價遭低估的個股將上演先蹲後跳。
綜觀法人意見,基本面為王仍是長線選股勝利方程式。設定2019年前三季每股獲利成長,
新年度現金股利水準有機會向上,輔以最新收盤價與前年度股利估算殖利率大於3%,搭
配三大法人偏多操作為篩選原則,共有緯創、中信金、元大金、永豐餘、美律、第一金、
旭富、廣達、楠梓電、矽創、宜鼎、上海商銀、群光等13檔入列,可望扮演「抗疫先鋒」
。
蔡明彥表示,5G、資料中心、真無線藍牙耳機(TWS)等供應鏈雖暫時可能面臨供貨生產
不順疑慮,影響淡季業績,不過,整體需求預期將在下半年加速顯現,金融股則因2019年
獲利創高,產業波動度較低,雙雙成為資金汰弱留強的聚焦類股。受惠谷歌、臉書、亞馬
遜等美科技巨頭持續拓展資料中心建置,緯創、廣達兩大代工廠近期獲得外資買盤青睞,
法人看好2020年營運表現將較去年成長,獲利題材加持下,支撐7日股價逆勢抗跌。
台系部分PCB廠因生產基地位於湖北,在疫情爆發下短期可能難以復工,導致股價顯著修
正,楠梓電2019年前三季每股純益2.1元較前年大幅成長,今年有機會持續向上,蔡明彰
指出,以股價淨值比及本益比角度觀察,評價已相對偏低。
中信金、元大金去年獲利同步改寫新高,以2018年配息1元、0.9元保守計算,目前現金殖
利率約達4.4%水準,吸引長線資金進駐,技術面股價已回到短中長期均線之上。(新聞
來源:工商時報─記者陳昱光/台北報導)
https://i.imgur.com/us1lHMA.jpg
3.心得/評論:
台股疫勇軍 挺身而出!
基本面選股 被套當定存
信貸準備all in
--
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