2025 千興 - 股票
By Brianna
at 2018-04-11T07:28
at 2018-04-11T07:28
Table of Contents
1. 標的:2025千興
2. 分類:多/請益
3. 分析/正文:
一.每股淨值4.88,未來淨值上升到5可以脫離全額交割股,流動性改
善有慶祝行情。
二.從106 12/31千興的轉投資來看,到107 3/31收盤價,可以讓淨
值上升1千萬,每股淨值增加0.03
三.歷年財務狀況不佳,推測採購原料只能現金不能賒購,所以沒有應
付帳款,106 3Q開始出現應付帳款,106 4Q應付帳款與存貨同步大
增,猜測供應商對千興財務改善的肯定。
四.因為可以賒購用應付帳款得到免費的融資,106 4Q短期借款大減,
未來利息支出會降低。
五.106 4Q大量買進原料,107 1Q平均鎳價高於106 4Q平均鎳價,有低
成本庫存優勢,加上107 1Q不鏽鋼報價偏高,107 1Q獲利應該會很
好看。
六.籌碼不斷往大戶集中,107 1/12-1/19持股千張大戶比例下降,是因
為子公司合併消滅,原本子公司持有母公司千興的股票視為庫藏股消
滅。
七.今年2月有農曆過年,EPS 0.08,107 1Q季報應該可以期待一下。
4. 進退場機制:(非長期投資者,必須有停損機制)
跌破4減碼 跌破3.45停損
大學生持股吃跌停找安慰,沒賺到錢其實也沒關係,但很好奇我的分
析有那裏不足夠或有盲點,希望有高手可以給點意見。
--
2. 分類:多/請益
3. 分析/正文:
一.每股淨值4.88,未來淨值上升到5可以脫離全額交割股,流動性改
善有慶祝行情。
二.從106 12/31千興的轉投資來看,到107 3/31收盤價,可以讓淨
值上升1千萬,每股淨值增加0.03
三.歷年財務狀況不佳,推測採購原料只能現金不能賒購,所以沒有應
付帳款,106 3Q開始出現應付帳款,106 4Q應付帳款與存貨同步大
增,猜測供應商對千興財務改善的肯定。
四.因為可以賒購用應付帳款得到免費的融資,106 4Q短期借款大減,
未來利息支出會降低。
五.106 4Q大量買進原料,107 1Q平均鎳價高於106 4Q平均鎳價,有低
成本庫存優勢,加上107 1Q不鏽鋼報價偏高,107 1Q獲利應該會很
好看。
六.籌碼不斷往大戶集中,107 1/12-1/19持股千張大戶比例下降,是因
為子公司合併消滅,原本子公司持有母公司千興的股票視為庫藏股消
滅。
七.今年2月有農曆過年,EPS 0.08,107 1Q季報應該可以期待一下。
4. 進退場機制:(非長期投資者,必須有停損機制)
跌破4減碼 跌破3.45停損
大學生持股吃跌停找安慰,沒賺到錢其實也沒關係,但很好奇我的分
析有那裏不足夠或有盲點,希望有高手可以給點意見。
--
Tags:
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