2324 仁寶 - 股票
By Hazel
at 2018-04-29T17:10
at 2018-04-29T17:10
Table of Contents
1. 標的:
2324 仁寶
2. 分類:多/空/請益/心得
多
3. 分析/正文:
目前股價在低檔, 也在可以存的價 (近五年平均看約 6%)
全球第二大 NB 代工廠,
近期發展目標著重在非電腦相關如穿戴裝置、智慧醫療
今年預估是逐季走升, 加上 Q2 預計會有業外進帳,
ref
https://money.udn.com/money/story/5710/3083760
基本上就是一家長期穩定配息的公司在不錯的價格
可期待
1. 今年逐季走升
2. Q2 認列業外 & 明年配息
3. 非電腦相關的部份成長
不好的部份是, 年年穩定有業外虧損,
雖然業外暫比不高但幾乎穩定是虧錢的
看來是很衰或者投資眼光不佳
另外補充 廣達 跟 緯創,
廣達是工廠多在大陸, 又多銷往美國,
易受貿易戰影響
緯創則是近年外資有一批貨吃在 17 左右,
現價進不知會被殺到哪
仁寶大陸廠佔比較廣達低一些, 美國市場佔比也較低,
真怎樣了搞不好還有些廣達的單會轉給仁寶做,
加上 2004 至今最低就 2008 年的 14.65,
比較不怕被出貨跌太多
4. 進退場機制:(非長期投資者,必須有停損機制)
目前外資大出貨, 先等它賣一賣止跌,
分批 (數日~數月) 慢慢買
20 以下穩穩存, 長抱領息不停損,
過 25 可考慮停利換股,
--
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股票
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