2355敬鵬 邊緣人互助會 - 股票
By Ingrid
at 2021-05-13T21:00
at 2021-05-13T21:00
Table of Contents
1. 標的:2355敬鵬
2. 分類:多
3. 分析/正文:
https://imgur.com/a/uGNnoEm
全球前二大車用PCB製造商
2018年因為火災+全球車市不景氣的緣故
股價一路下滑至去年3月低點
目前頂著缺料+原物料上漲+匯損問題
這幾天還被外資調降評等QQ
Q1 EPS-0.14
已經沒有人比他更慘 台股邊緣人
但我認為敬鵬的能力還是在的
縱使內憂外患他現在仍是全球首屈一指的車用PCB製造商
如同現在的大立光一樣 虎落平陽被犬欺
即便市場普遍不看好 但在他的領域他依然是王者
敬鵬的強只有他自己知道
隨著疫情逐漸趨緩車市復甦 車用電子應用越來越廣泛
具備炒股題材也具備研發能力
另一點就是他的目前位階實在太過於安全
攤開K線圖來看 幾乎已經跟去年三月低點差不多
其實最慘也不過就如此而已
我認為敬鵬是被市場遺忘的鑽石
即便明天繼續跌我還是會持續加碼
謝謝
4. 進退場機制:
30元以下皆買點
短線看32
中長線看36
長線可長抱
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