1603 華電 111年度 - 股票QA

By Hardy
at 2023-03-30T09:16

Table of Contents

由於前面有發過標的文
雖然推薦的時候是27塊
不過我覺得還是要跟追高的說聲抱歉

前三天同為電纜廠的合機/大山
也開了財報
其實數字都很不錯
所以合機甚至昨天漲停
而合機大山開財報的第一天也有分享
想的方向也許對了
但是標的
看來華電我可能是選錯了

華電第四季的財報
從上一季毛利17%變成只有9%
但合機/大山卻是毛利提升
合機甚至毛利翻倍明明都一樣是電纜廠
合機自然創了股價近期新高
這其中到底原因出在哪目前還不曉得
唯獨只能猜也許是原物料的不同
導致華電有跌價損失影響毛利

也證實原本標的文
少數的推文提醒也是很正確的
不過
華電最後全年EPS 2.07
給予一般的13-14倍本益比
也和現價差不多
只能說27當然是算安全的數字
但追高就可能還是要觀察後續
可能前幾次標的表現還算可以
這次就被集體直接炒上去容易追價了..

既然發文就會接受批評
投資也是個人的觀察應自身謹慎思考
以後有適合的標的還是會分享
跟追高的說聲抱歉

--

Tags: 股票

All Comments

By Valerie
at 2023-03-30T02:18

標的文負責推

By Aaliyah
at 2023-03-31T22:12

推推

By Isabella
at 2023-03-30T02:18

推

By Lydia
at 2023-03-31T22:12

拍拍不過這兩天再跌到27我考慮買耶QQ

By Jessica
at 2023-03-30T02:18

習慣就好

By Doris
at 2023-03-31T22:12

推

By Irma
at 2023-03-30T02:18

推

By Skylar Davis
at 2023-03-31T22:12

配太爛被殺的多的是

By Charlie
at 2023-03-30T02:18

1603優勢就位階低，但本業也真的相對弱，去追買自
負損益不用太在意

By Steve
at 2023-03-31T22:12

負責推……追高真的要自行承擔風險…

By Michael
at 2023-03-30T02:18

感謝分享

By Zanna
at 2023-03-31T22:12

推理性討論

By Doris
at 2023-03-30T02:18

推啊！0.5的老總太摳

By Annie
at 2023-03-31T22:12

推r大

By Anthony
at 2023-03-30T02:18

推追高自負盈虧不用理會酸民

By Elizabeth
at 2023-03-31T22:12

負責推！

By Tom
at 2023-03-30T02:18

推

By Joseph
at 2023-03-31T22:12

推負責追上去沒啥好說的

By Anthony
at 2023-03-30T02:18

我常看roxiang大你的文，實在沒必要道歉啦

By Hamiltion
at 2023-03-31T22:12

嚇甩磨過陣子就噴發了啦

By Skylar Davis
at 2023-03-30T02:18

單都馬自己用手按下去的，怪不了別人

By Rosalind
at 2023-03-31T22:12

哪那麼多有的沒的，有人買就會漲就這樣而已

By Hamiltion
at 2023-03-30T02:18

這態度必須推一個

By Mason
at 2023-03-31T22:12

股版為何那麼溫暖QQ

By Steve
at 2023-03-30T02:18

推，負責任

By Kama
at 2023-03-31T22:12

了不起負責

By Charlie
at 2023-03-30T02:18

跟R大無關別太自責

By Audriana
at 2023-03-31T22:12

被某分點介入就只能做短了拉高沒跑只能QQ

By Edwina
at 2023-03-30T02:18

R大願意分享對我們來說就有很多學習的地方了

By Eden
at 2023-03-31T22:12

有追蹤有推

By Olga
at 2023-03-30T02:18

推！

By Tracy
at 2023-03-31T22:12

無須道歉跟單仔本來就要自負責任

By Rachel
at 2023-03-30T02:18

推

By Suhail Hany
at 2023-03-31T22:12

大大有觀察相關的元翎嗎？？最近有低點買了些

By Hazel
at 2023-03-30T02:18

推推

By Heather
at 2023-03-31T22:12

感謝大大

By Rachel
at 2023-03-30T02:18

拍拍，不用道歉啦，買賣隨人，只是有其他更好的可以
選

By Hardy
at 2023-03-31T22:12

推負責不用在意

By Lily
at 2023-03-30T02:18

請問1603 跟股利發放0.5影響到嗎？謝謝

By Daniel
at 2023-03-31T22:12

推

By Mason
at 2023-03-30T02:18

雖然也追高但破五日就先跑了還是感謝您的分享

By Franklin
at 2023-03-31T22:12

標的沒問題要追高的盈虧自負

By Anthony
at 2023-03-30T02:18

R大辛苦了

By Franklin
at 2023-03-31T22:12

推

By Noah
at 2023-03-30T02:18

感謝R大

By Jacky
at 2023-03-31T22:12

配太爛合機大概也配500...

By Brianna
at 2023-03-30T02:18

分享推

By Caitlin
at 2023-03-31T22:12

@二」ㄝㄨㄨ

By Hedy
at 2023-03-30T02:18

是不同派系的公司

By Lily
at 2023-03-31T22:12

負責就是推

By Charlotte
at 2023-03-30T02:18

用心標的文推個

By Hazel
at 2023-03-31T22:12

沒關係，還是很謝謝你的分析文，讓我了解這家公司
。至於價格合不合理，這是我們自己也要評估的。

By Hedy
at 2023-03-30T02:18

損益自付啦，分析是好事，辛苦了

By Agnes
at 2023-03-31T22:12

幹了不起負責

By Carol
at 2023-03-30T02:18

很開心股版還有像你這樣認真分析的人

By Valerie
at 2023-03-31T22:12

老哥感謝你的分享下次看到讚的還是要拿出來大家
討論討論股版有你真好

By Audriana
at 2023-03-30T02:18

用心推

By Eartha
at 2023-03-31T22:12

推

By Selena
at 2023-03-30T02:18

華電還有鋁業不是只有電纜
還有宏泰我覺得華電宏泰都不錯

By Quanna
at 2023-03-31T22:12

了不起負責

By Ivy
at 2023-03-30T02:18

了不起負責

By Megan
at 2023-03-31T22:12

用心推

By Faithe
at 2023-03-30T02:18

跟單本來就盈虧自負毋須道歉

By Charlie
at 2023-03-31T22:12

推

By Caroline
at 2023-03-30T02:18

感謝分享

By Barb Cronin
at 2023-03-31T22:12

推分享

By Hedda
at 2023-03-30T02:18

負責

By Annie
at 2023-03-31T22:12

了不起負責

By Bennie
at 2023-03-30T02:18

推負責

By Hedwig
at 2023-03-31T22:12

謝謝哥

By Freda
at 2023-03-30T02:18

推

By Elma
at 2023-03-31T22:12

股版願意分享的人越來越少了要珍惜

By Callum
at 2023-03-30T02:18

要追高的人要自己負責啊有什麼好道歉的謝謝願意
分享

By Erin
at 2023-03-31T22:12

R大，謝謝分享

By Anonymous
at 2023-03-30T02:18

雖然我也追高，不過還是感謝大大分享

By Carol
at 2023-03-31T22:12

好

By Ida
at 2023-03-30T02:18

推原PO負責

By Hedy
at 2023-03-31T22:12

推好心

By Connor
at 2023-03-30T02:18

推負責

By Sarah
at 2023-03-31T22:12

推

By Faithe
at 2023-03-30T02:18

負責任就值得尊敬！

By Madame
at 2023-03-31T22:12

推，負責

By Bennie
at 2023-03-30T02:18

推！成年人損益自負：）

By Bethany
at 2023-03-31T22:12

負責推

By Carol
at 2023-03-30T02:18

推

By Mason
at 2023-03-31T22:12

只是配500對應他的股價實在廢到笑，雖然跟單賠錢但
還是感謝版大不吝分享

By Ina
at 2023-03-30T02:18

了不起

By Tristan Cohan
at 2023-03-31T22:12

謝謝分析分享，後勢還是看好，回檔修正至盤整價位
還是會買

By Mia
at 2023-03-30T02:18

讚啦！

By Yuri
at 2023-03-31T22:12

感謝分享標的，推

By Wallis
at 2023-03-30T02:18

謝謝分享

By Caroline
at 2023-03-31T22:12

跟單自負推推

By Isla
at 2023-03-30T02:18

推

By Sandy
at 2023-03-31T22:12

推

By Doris
at 2023-03-30T02:18

推負責

By Eartha
at 2023-03-31T22:12

好的賠錢出

By Poppy
at 2023-03-30T02:18

推

By Gary
at 2023-03-31T22:12

推感謝R大優質的分析文學到一課

By Iris
at 2023-03-30T02:18

推

By Caroline
at 2023-03-31T22:12

了不起負責

By Anonymous
at 2023-03-30T02:18

用心推

By Sierra Rose
at 2023-03-31T22:12

大山股價也鳥很久了，希望今年配息配股一樣大方

By Necoo
at 2023-03-30T02:18

又不是你的問題

By Anonymous
at 2023-03-31T22:12

財報不如同業水準是公司本身的問題啊

By Tracy
at 2023-03-30T02:18

願意對自己說的話負責這態度很可以盈虧另說

By Freda
at 2023-03-31T22:12

推

By Carol
at 2023-03-30T02:18

幹嘛說抱歉，跟單賺錢也不會發文感謝你啊

By Ida
at 2023-03-31T22:12

推

By Freda
at 2023-03-30T02:18

我賺了便當錢然候朋友套了幾張就當定存不過相關

By Brianna
at 2023-03-31T22:12

電的議題的股票今年應該不會太差？

By Charlotte
at 2023-03-30T02:18

用心且負責，推！

By Erin
at 2023-03-31T22:12

期待下一檔

By Puput
at 2023-03-30T02:18

等待哥的下一檔！

By Rachel
at 2023-03-31T22:12

推

By Carolina Franco
at 2023-03-30T02:18

了不起，負責。一堆射後不理

By Carol
at 2023-03-31T22:12

不用道歉，光是肯分享標的文就很強了，給你推一個~

By Zora
at 2023-03-30T02:18

推

By Ingrid
at 2023-03-31T22:12

推

By Olga
at 2023-03-30T02:18

負責推

By Adele
at 2023-03-31T22:12

這才是投資會遇到的事情

By Hedda
at 2023-03-30T02:18

Push

By Mia
at 2023-03-31T22:12

滑店QQ

By Damian
at 2023-03-30T02:18

好負責給推

By Andy
at 2023-03-31T22:12

分享的很好阿，我就有開始關注這隻

By Dinah
at 2023-03-30T02:18

推推，反觀某些人

By Lydia
at 2023-03-31T22:12

推至少沒偷刪文

By Barb Cronin
at 2023-03-30T02:18

推

By Joseph
at 2023-03-31T22:12

推

By Carol
at 2023-03-30T02:18

配息0.5 公司經營者心態決定股價

By Skylar Davis
at 2023-03-31T22:12

負責

By Ula
at 2023-03-30T02:18

負責推

By Sierra Rose
at 2023-03-31T22:12

跟單仔風險要自負，我砍了 qq

By Lauren
at 2023-03-30T02:18

負責給推

By Xanthe
at 2023-03-31T22:12

肯負責就是推

By Catherine
at 2023-03-30T02:18

我覺得不需要道歉啦,都成年人了自己判斷才是

By Heather
at 2023-03-31T22:12

推

By Joseph
at 2023-03-30T02:18

願意分享就是推盈虧自付, 別太放在心上

By Odelette
at 2023-03-31T22:12

分析的沒錯但少考慮管理者的心態 20以下才有興趣撿

By David
at 2023-03-30T02:18

推

By Hardy
at 2023-03-31T22:12

這篇推文好溫暖不習慣哈

By Agnes
at 2023-03-30T02:18

哭，我就是被套的，但還是感謝分析

By Puput
at 2023-03-31T22:12

推爆啦

By Victoria
at 2023-03-30T02:18

要做價差的，不建議買這支，買投信和外資有介入的
比較適合做價差

By George
at 2023-03-31T22:12

推R大

By Olivia
at 2023-03-30T02:18

By Megan
at 2023-03-31T22:12

溫暖推

By Lauren
at 2023-03-30T02:18

推

By Olivia
at 2023-03-31T22:12

了不起負責

By Brianna
at 2023-03-30T02:18

沒事，買高不是你的問題是我的問題

By Ina
at 2023-03-31T22:12

了不起負責

By Edith
at 2023-03-30T02:18

謝謝我買名字有華電的網 +20%出場

By Yuri
at 2023-03-31T22:12

很猛啊

By Lydia
at 2023-03-30T02:18

等26.5左右進場當初po完隔天直接鎖拉月k漲太多也
沒賺頭好標的也要看位階不然追高也抱不住 R大另一
檔倍力也是鬼噴等下一檔力作現在慢慢撿中再保感
謝分享

By Daniel
at 2023-03-31T22:12

放空要爽了

By Andrew
at 2023-03-30T02:18

推原PO 願意分析分享

By Zora
at 2023-03-31T22:12

負責推

By Aaliyah
at 2023-03-30T02:18

謝謝分享

By Kama
at 2023-03-31T22:12

推！感謝分享~

By Donna
at 2023-03-30T02:18

推負責

By Enid
at 2023-03-31T22:12

負責推，股版溫暖推

By Sierra Rose
at 2023-03-30T02:18

華電漲停那一天我跟了隔壁合機，賺了一根出掉

1603 華電 111年度 - 股票QA

All Comments

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