1817凱撒衛 長期多 - 股票
By Valerie
at 2020-02-18T20:36
at 2020-02-18T20:36
Table of Contents
1. 標的:1817凱撒衛
2. 分類:長期多
3. 分析/正文:
凱薩衛,生產瓷器(馬桶、臉盆、浴缸)、出水產品(水龍頭、蓮蓬頭),產業穩定不易變化
。生產位於越南,銷售於台灣、越南。武漢肺炎影響低。
15年起每股盈餘於3.18至3.5之間,獲利穩定。同時現金股息2至2.3間,配息亦穩定。對
比現在股價殖利率高達6.8%
去年Q3新廠投產,營運可望逐漸拉高。而股價持續走低,為15年11月後新低。
去年六月董事長持股從三千張至五千張(持股比例4.15%至6.9%,股價約38-40,董ㄟ現在
被套),或許是內部人看好營運。
更正:經查應該只是從董事長信託專戶移回名下,並未實際購入。(109.2.23)
注意因素:
去年毛利雖變化不大,但推銷費用上升,估計應是短期影響,但仍應注意。
前十大股東僅持股三成,比例偏低。目前自股權分散表上雖不至有經營權之爭,但個人會
建議董監增加持股。
本檔成交量低,請留意流動性風險。
4. 進退場機制:(非長期投資者,必須有停損機制)
進:今日收盤價33.8
除財報惡化外,長期投資不停損,下跌一成持續加碼。
投資理財有賺有賠,下單前請審慎斟酌。
--
2. 分類:長期多
3. 分析/正文:
凱薩衛,生產瓷器(馬桶、臉盆、浴缸)、出水產品(水龍頭、蓮蓬頭),產業穩定不易變化
。生產位於越南,銷售於台灣、越南。武漢肺炎影響低。
15年起每股盈餘於3.18至3.5之間,獲利穩定。同時現金股息2至2.3間,配息亦穩定。對
比現在股價殖利率高達6.8%
去年Q3新廠投產,營運可望逐漸拉高。而股價持續走低,為15年11月後新低。
去年六月董事長持股從三千張至五千張(持股比例4.15%至6.9%,股價約38-40,董ㄟ現在
被套),或許是內部人看好營運。
更正:經查應該只是從董事長信託專戶移回名下,並未實際購入。(109.2.23)
注意因素:
去年毛利雖變化不大,但推銷費用上升,估計應是短期影響,但仍應注意。
前十大股東僅持股三成,比例偏低。目前自股權分散表上雖不至有經營權之爭,但個人會
建議董監增加持股。
本檔成交量低,請留意流動性風險。
4. 進退場機制:(非長期投資者,必須有停損機制)
進:今日收盤價33.8
除財報惡化外,長期投資不停損,下跌一成持續加碼。
投資理財有賺有賠,下單前請審慎斟酌。
--
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