2316 楠梓電 多 - 股票

By Agnes
at 2020-01-06T15:58
at 2020-01-06T15:58
Table of Contents
※ 引述《Corin18779 (Corin18779)》之銘言:
: 陳爸您好 小的有幾個問題
: 1.滬電股東人數半年翻倍從不到十萬人增加到20萬人以上,人均持股從兩萬初,降到0.8萬
: 滬士集團在滬電本益比約40持續減持高管減持您有什麼看法?
沒有看法,這個要問當事人想法,分散風險、買房都有可能。
換位思考,如果你是高管,你公司的股票本益比40倍,你能禁得起不賣的誘惑嗎?
: 2.PCB板領域一家是陸資代表深南電路,台資代表滬電股份。
: 以下是滬電對手深南股東結構圖
: http://i.imgur.com/uVxCleD.jpg
: 以從貿易戰開始以中國國發會扶植內資企業的行為。滬電如何從深南搶更多的單?
請在滬電官網投資人服務區問董秘
倒是不用煩惱誰的單多誰的單少,應該說是能做多少就能得到多少單,現在5G建設基本上是供不應求。深南跟滬電這幾年營收及淨利基本上都會繼續成長。
: 3.華為制裁雖然三度延期,但美商務部對華為的含美科技25%有考慮降為10%,週末更是直
: 接禁止軟體出口。以中美角力來看,是否風險偏高
我認為影響不大
: 4.楠梓現在母憑子貴,要是持續等不到賣滬電怎麼辦呢?
繼續從權益法認列損益
: -----
: Sent from JPTT on my Samsung SM-G935F.
-----
Sent from JPTT on my iPhone
--
: 陳爸您好 小的有幾個問題
: 1.滬電股東人數半年翻倍從不到十萬人增加到20萬人以上,人均持股從兩萬初,降到0.8萬
: 滬士集團在滬電本益比約40持續減持高管減持您有什麼看法?
沒有看法,這個要問當事人想法,分散風險、買房都有可能。
換位思考,如果你是高管,你公司的股票本益比40倍,你能禁得起不賣的誘惑嗎?
: 2.PCB板領域一家是陸資代表深南電路,台資代表滬電股份。
: 以下是滬電對手深南股東結構圖
: http://i.imgur.com/uVxCleD.jpg
: 以從貿易戰開始以中國國發會扶植內資企業的行為。滬電如何從深南搶更多的單?
請在滬電官網投資人服務區問董秘
倒是不用煩惱誰的單多誰的單少,應該說是能做多少就能得到多少單,現在5G建設基本上是供不應求。深南跟滬電這幾年營收及淨利基本上都會繼續成長。
: 3.華為制裁雖然三度延期,但美商務部對華為的含美科技25%有考慮降為10%,週末更是直
: 接禁止軟體出口。以中美角力來看,是否風險偏高
我認為影響不大
: 4.楠梓現在母憑子貴,要是持續等不到賣滬電怎麼辦呢?
繼續從權益法認列損益
: -----
: Sent from JPTT on my Samsung SM-G935F.
-----
Sent from JPTT on my iPhone
--
Tags:
股票
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