2360 致茂 本業多 業外更多多多 - 股票
By Elma
at 2021-04-28T17:18
at 2021-04-28T17:18
Table of Contents
1. 標的: 2360 致茂
2. 分類:多
3. 分析/正文:
致茂本業EPS較去年同期成長 也比上一季成長
加上認列業外三塊多
前幾年致茂以每股 9.5 美元之價格,認購以色列商 Camtek 二成股權,
總交易金額為 7400 萬美元,相當於 23 億元新台幣,
致茂並將取得 Camtek 兩席董事席位
現在Camtek 股價已經34.11 了 潛在利益非常可怕
加上旗下兆晟奈米科技所研發的 In-line Nanoparicle Monitoring System,
因可精準量測 3 奈米粒子分布,
目前也已獲晶圓代工客戶認證採用(目前3奈米似乎只有台積電)
4. 停利停損:
公司默默低調做 不打算停損 愈跌愈買
部分停利設在外資看最好的275 看好這間公司 打算長期持有
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