2340 光磊 多 - 股票

By Emily
at 2021-02-23T13:06
at 2021-02-23T13:06
Table of Contents
1. 標的:2340光磊
2. 分類:多 磊哥
3. 分析/正文:
基本面:
本業原本是LED,但是選擇積極轉型感測元件。感測元件佔營收已經逐漸超過6成。也是Ap
ple watch的供應商。
毛利率大概在30%左右。同樣是LED廠商轉型做感測元件的類股是2426鼎元(2/19已突破前
高)且鼎元的毛利率不到20%。
1月營收光磊大賺6億,年增50%,不過去年農曆年在1月,所以不吹噓、要謙虛。
有趣的是,往年1月的營收都比12月差。今年卻從原本12月的3.84億->1月的6億。可以看
出拉貨力道強勁。
https://i.imgur.com/u95OPmb.jpg
技術面:
股性很78,只要漲就會被打下去,現在正好遇到之前的盤整壓力區。是入手的不錯時機。
相信給點時間,前高不是問題,不過股性很78,如果大漲別買,買綠盤跟盤整區較佳。
https://i.imgur.com/1vlScwl.jpg
籌碼面:
過年前鎖碼,大戶張數直接多3%。不過開盤這三天跑了一點點籌碼,估計是跑去拉鼎元+
洗盤。大戶主要是大摩跟小摩(台新是公司庫藏股),兩者當主力的標的就是會洗(看30
42晶技0108-0122週)此波整理完配合營收應該能大幹一波。
大戶籌碼大概24-26左右,現在進場跟他們成本差不多,只是要蹲。
https://i.imgur.com/4PPz8lb.jpg
口號面:
脫光光,幹齁磊!
https://i.imgur.com/vROOv0D.jpg
4. 進退場機制 :
進場:26.5以下
停利:第一波先看前高
停損:跌破公司實施庫藏股價格
(非長期投資者,必須有停損機制。請益免填)
--
Tags:
股票
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