1402 遠東新 - 股票

By Candice
at 2019-03-21T12:00
at 2019-03-21T12:00
Table of Contents
1. 標的:1402 遠東新
2. 分類:多
3. 分析/正文:業外大賺 東聯 亞泥 遠通 遠傳 宏遠 遠東銀
業內 越南跟美國產能持續開出
PTA利差將來預計越高(PX產能大增 PTA沒新產能)
產品優化 從一般加工絲 轉型 環保專用加工絲
垂直整合優化(越南新產 從原料到成衣一條龍)
品牌下單集中化
4. 進退場機制: 目標45元
--
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人生就是不斷對賭。想要做大事,成大器,
便要不斷的賭!!!!
--
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