1447 力鵬 6224 聚鼎 - 股票

By Quintina
at 2017-06-10T20:36
at 2017-06-10T20:36
Table of Contents
1. 標的:
1447 力鵬 6224 聚鼎
2. 分類:多/空/請益/心得
中長多
3. 分析/正文:
剛把抱幾個月的 3231 賣了, 繼續找標的來維持滿倉 :D
1447 力鵬
1444 力麗旗下 國內尼龍粒第二大廠
2014 年起因景氣不佳 營收持續下降
盈餘越來越差 股價也越來越低到近期最低 6.54
今年目前為止的股價波動與營運狀況尚算吻合
第一季營收年增, 2 月就拉了一波,
第二季轉淡, 於是一路跌到五月中
目前股價在低檔
配息近兩年沒配但五年平均看仍有 5% 以上
今年 Q1 營收回升, 但吃匯損,
Q2 則因油價下跌尼龍產品價格進入修正, 因此營收仍年減,
之後可望在 Q3 前進入旺季時再回升
外資最近開始持續買 股價小升
KD 高檔揪結
6224 聚鼎
國內最大、全球第二大的高分子正溫度係數熱敏電阻(PPTC)保護元件廠商
ROE ROA 均優 財報漂亮
穩定配四塊多股價 61.8
2009 電池營收成長 2010 散熱材料通過認證開始出貨
之後 EPS 一直在 4~5 元以上
去年年報中個人比較注意幾個部份
研究發展狀況
3. 厚植車用產品之研發實力,並突破市場先行者所設障礙。
106 年度營業計畫概要
積極尋求與掌握進行產業聯盟及併購策略合作的機會
將研發高電壓(60V)及大電流(20A)材料
通過技術改良、材料研發及導入自動化流程,以提升生產效率
就是今年可能要燒很多錢的意思?
4. 進退場機制:(非長期投資者,必須有停損機制)
1447 力鵬
8 元以下穩定存股 停利先看前高 9.4
中長線看之前景氣好時的 12~16
破前低 7.18 停損
或者到 Q3 時營收盈餘不如預期中回升則出場
6224 聚鼎
現價 61.8 已經是存股很好的入手價位,
殖利率約 7% 就算新稅制扣 20% 都還有 5.6%
穩定存股
若之後季報出現大筆研究費用或設備費用等支出
盈餘轉差股價再跌的話再加碼
破 55 停損
(個人是除非營收、盈餘大幅衰退否則不停損)
--
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