1787福盈科 多 - 股票
![Edward Lewis avatar](/img/girl2.jpg)
By Edward Lewis
at 2017-07-12T14:18
at 2017-07-12T14:18
Table of Contents
1. 標的:
1787福盈科
2. 分類:多/空/請益/心得
多
3. 分析/正文:
基本面:營收穩定成長,6月是淡季依舊繳出好成績單
第一季財報被匯損吃掉太多,不然比去年都好(毛利率只有掉1%左右到31.49)
表示本業表現良好,庫戶分散均衡
(看了一下客戶的營業成長也都上升,訂單有機會抬升)
往年都會填息,加上公司體質正成長,目前貼息中應該是買點
今年比去年還賺,今年配1.73 明年就算配一樣,現在買殖利率有7.7%
籌碼面: 對於新的產品領域開發(如機能運動衣)沒缺席
在東南亞及南亞的投資 可望在下一季收到成效
越南廠下半年進入投產,因為有拓點進行中,投資現金流量會負大一點屬正常
4. 進退場機制:(非長期投資者,必須有停損機制)
成本22.6,如果掉到21以下,持續加碼
--
1787福盈科
2. 分類:多/空/請益/心得
多
3. 分析/正文:
基本面:營收穩定成長,6月是淡季依舊繳出好成績單
第一季財報被匯損吃掉太多,不然比去年都好(毛利率只有掉1%左右到31.49)
表示本業表現良好,庫戶分散均衡
(看了一下客戶的營業成長也都上升,訂單有機會抬升)
往年都會填息,加上公司體質正成長,目前貼息中應該是買點
今年比去年還賺,今年配1.73 明年就算配一樣,現在買殖利率有7.7%
籌碼面: 對於新的產品領域開發(如機能運動衣)沒缺席
在東南亞及南亞的投資 可望在下一季收到成效
越南廠下半年進入投產,因為有拓點進行中,投資現金流量會負大一點屬正常
4. 進退場機制:(非長期投資者,必須有停損機制)
成本22.6,如果掉到21以下,持續加碼
--
Tags:
股票
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