1902台紙 多 - 股票

By Christine
at 2019-09-09T12:38
at 2019-09-09T12:38
Table of Contents
※ 引述《xuane (xuan)》之銘言:
: 1. 標的:1902台紙
: 2. 分類:多
: 3. 分析/正文:
: 基本面大翻身!
: 107Q1
: 營收6.8億 毛利1.3億 營業利益4600萬
: 108Q1
: 營收10.3億 毛利2.1億 營業利益9000萬
: 自京城銀戴家入主台紙後(持股4成,購入成本約14元),積極推動轉型,製作鹽酸等化
工
: 產品。現在轉型績效顯現,近期營收年增5成左右,但股價仍未發動。
: 4. 進退場機制:(非長期投資者,必須有停損機制)
: 進:18.5
: 出:財報惡化,不再成長
: 停利:預期兩年內上看37,在依財報調整(預期持續成長,本益比可能拉高)
出場:21.8
理由:換檔操作或降低持股水位(目前持股水位140%),短線偏高。
獲利:19.7%(含息0.35)
持有期間:5月15日發文,至今約四個月
https://i.imgur.com/DDL0mTM.jpg
已出場標的
https://i.imgur.com/SEbhNwA.jpg
尚未出場標的
https://i.imgur.com/9plA1Y3.jpg
--
: 1. 標的:1902台紙
: 2. 分類:多
: 3. 分析/正文:
: 基本面大翻身!
: 107Q1
: 營收6.8億 毛利1.3億 營業利益4600萬
: 108Q1
: 營收10.3億 毛利2.1億 營業利益9000萬
: 自京城銀戴家入主台紙後(持股4成,購入成本約14元),積極推動轉型,製作鹽酸等化
工
: 產品。現在轉型績效顯現,近期營收年增5成左右,但股價仍未發動。
: 4. 進退場機制:(非長期投資者,必須有停損機制)
: 進:18.5
: 出:財報惡化,不再成長
: 停利:預期兩年內上看37,在依財報調整(預期持續成長,本益比可能拉高)
出場:21.8
理由:換檔操作或降低持股水位(目前持股水位140%),短線偏高。
獲利:19.7%(含息0.35)
持有期間:5月15日發文,至今約四個月
https://i.imgur.com/DDL0mTM.jpg
已出場標的
https://i.imgur.com/SEbhNwA.jpg
尚未出場標的
https://i.imgur.com/9plA1Y3.jpg
--
Tags:
股票
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