2393 億光 (附對帳單) - 股票

By Lydia
at 2020-12-29T16:06

Table of Contents

1. 標的：2393 億光

2. 分類：多

3. 分析/正文：

https://imgur.com/a/PY9Ali9

這幾天個人已先入場100張

億光昨天剛舉行過法說會

基本上2020年全年EPS 應該會在2.7~3.0間

股利配發會在2元以上殖利率來看至少5%以上

下周三就是晶電與隆達合併後上市日

有機會炒一波MIN LED 相關概念股

再加上昨天又有消息傳出LED最近也在醞釀漲價

四大慘業面板 DRAM 太陽能都炒過一波了

只剩下LED還沒炒或許搭配MIRCO LED 元年炒一波

億光一直都算是LED績優股每年都有賺錢配發股利

2021億光預估全年EPS會在3.5元~4元間

目前股價38.5以歷年來說算是偏低的合理股價至少應該有45元以上

明年或許有機會重返榮耀到60元以上

另外最重要的

此檔股本小或許可靠第四大PTT法人幫忙拉抬上去

4. 進退場機制：

南茂哥買股幾乎是不停損的隨時都可進場

另外說下我的大同

上週已全部出清轉進億光了對帳單之前應該看得到就不附了

差不多賺60萬就不再追蹤大同了

老話一句誰能笑到最後是很難說的

--

Tags: 股票

All Comments

By Freda
at 2020-12-30T04:05

36在車上低調

By Skylar Davis
at 2021-01-01T10:50

南茂哥就是推

By Catherine
at 2021-01-03T05:43

炒mini led 台表科比較好吧

By Caroline
at 2021-01-05T08:34

推

By Connor
at 2021-01-08T12:56

億光這兩週量縮超洗一般慘戶很難抱的住

By Andrew
at 2021-01-12T09:43

晶電能跟蘋果炒，億光邊緣化

By Annie
at 2021-01-17T06:27

明天跟一張

By Regina
at 2021-01-19T03:37

億光明年Mini LED頂多3～5％，這支是炒光耦漲價
＊營收佔比3～5％

By Audriana
at 2021-01-19T06:30

挖靠這隻股價淨值竟然這麼高明天來跟一張好了

By Robert
at 2021-01-24T03:53

單壓心臟還是很大

By Olga
at 2021-01-29T02:47

這檔不錯，不過ptt股神應該不會喜歡

By Oscar
at 2021-02-01T15:58

慧特上500

By Mia
at 2021-02-04T05:32

億光已經跟晶電切割了不是嗎？

By Kyle
at 2021-02-05T18:24

南茂哥安安..

By Eden
at 2021-02-10T13:45

成本36多，低調

By Eden
at 2021-02-13T05:09

推

By Edith
at 2021-02-17T16:44

不錯耶,可惜沒子彈了,都給了護國神山

By Xanthe
at 2021-02-18T09:38

現在全民炒航運的時代XD

By Faithe
at 2021-02-20T21:07

最近億光變成我帳面上負最多的一檔股票，希望可以漲
多一些！

By Bethany
at 2021-02-21T16:24

迷你累，首推惠特QQ

By Dora
at 2021-02-25T12:10

MIni LED元年起飛

By Ingrid
at 2021-02-26T17:20

低基期的績優股

By Charlie
at 2021-03-02T11:01

持股中低調

By Catherine
at 2021-03-06T00:53

這隻實在是很牛皮 39.5全出了:p

By Leila
at 2021-03-07T04:04

困在船上起航了純推

By Liam
at 2021-03-07T19:37

這支跟榮創過不久會噴

By Isabella
at 2021-03-08T11:56

這家公司的產品用在燈的比較多吧...雖然產品很像...

By Hedwig
at 2021-03-11T06:52

然後去淘飽看就人家led賣多少這家賣多少...好還壞

By Hedwig
at 2021-03-12T01:41

你分點卷商該不會是國泰?

By Ingrid
at 2021-03-12T15:49

這個就是看光耦產品明年應該不錯

By Tristan Cohan
at 2021-03-16T02:13

看到淘寶就笑了 XD

By Wallis
at 2021-03-16T12:53

推南茂哥

By Belly
at 2021-03-16T15:22

搭船的看岸上點燈...

By Yuri
at 2021-03-20T09:55

By Iris
at 2021-03-22T03:48

淘飽市值市場要被笑...還在看不起人喔XD 井之蛙~

By Ivy
at 2021-03-23T10:48

連要買淘飽還要被實名制...被笑的是我們吧...

By Lydia
at 2021-03-28T02:44

今天烙賽我就出了

By Linda
at 2021-03-30T03:39

2022蘋果就沒要用MINILED 趕快做夢吧

By Andrew
at 2021-04-03T08:21

昨天剛買一個LED燈泡2百多

By Agatha
at 2021-04-07T04:48

led沒賺頭，別買

By Irma
at 2021-04-09T22:01

穩啦怕三小

By Jacob
at 2021-04-10T02:36

歹勢2393沒上mini車

By Enid
at 2021-04-10T14:29

拜託快點看衰

By Xanthe
at 2021-04-12T10:15

已損出。祝福你大賺特賺

By Agnes
at 2021-04-15T22:38

12月初有入場後來全轉長榮

By Xanthe
at 2021-04-16T00:23

這兩天都是利多的新聞，感覺要
是出貨的確

By Joe
at 2021-04-18T22:44

玩過一次，要會抱，短線超洗

By Michael
at 2021-04-23T18:27

我手上也1百來張遇到同學了

By Olive
at 2021-04-24T04:37

不過這檔只要發文就會烙賽

By Susan
at 2021-04-26T09:24

明天可能有要摔2%之類的

By Jacob
at 2021-04-27T10:49

單壓真的勇敢而且疫情還沒結束

By Elma
at 2021-04-29T02:07

我也在車上，一樣想法

By Anthony
at 2021-04-29T23:03

成本20.45盡量洗放著每年配息就好心中無股價

By Necoo
at 2021-05-01T03:26

可以請問3339泰谷嗎？也看好嗎

By Ivy
at 2021-05-02T16:28

推推

By Skylar DavisLinda
at 2021-05-07T01:27

南茂哥必推，希望不要太早開車

By David
at 2021-05-11T11:47

剛上車

By Heather
at 2021-05-14T01:27

等下去點再來檢

By Connor
at 2021-05-17T04:13

跟

By Oliver
at 2021-05-21T14:38

38.4跟一張

By Necoo
at 2021-05-23T00:39

小噴推

By Annie
at 2021-05-25T07:23

億光很洗的抓緊

By Elizabeth
at 2021-05-27T02:27

不等人我很生氣!

By Lily
at 2021-05-28T21:03

超強兩天就噴

By Wallis
at 2021-05-29T09:17

PTT法人真的很可怕一進場就...

By Kelly
at 2021-06-01T01:37

厲害！才講沒多久就大漲！

By Madame
at 2021-06-02T02:37

感謝南茂哥賜我吃穿

By Puput
at 2021-06-05T21:10

大推

By Carol
at 2021-06-10T03:36

wow

By Wallis
at 2021-06-12T05:30

量縮洗盤時沒多進真的可惜該來找下一檔了

By Christine
at 2021-06-14T10:50

這檔應該到45左右會再洗一波

By Candice
at 2021-06-16T17:39

感謝南茂哥昨日進5張感謝

By Quanna
at 2021-06-17T02:52

3339 一起漲

By Kelly
at 2021-06-19T14:11

恭喜南茂哥

By Jessica
at 2021-06-20T16:43

朝聖

By Gary
at 2021-06-21T13:11

朝聖推

By Gary
at 2021-06-24T15:13

好猛

By Heather
at 2021-06-25T16:05

沒跟
朝聖！

By Hazel
at 2021-06-27T19:31

有跟到單給推謝謝哥

By Zenobia
at 2021-06-30T09:49

有跟到一張！

By Andrew
at 2021-07-02T03:54

出場3張先小賺13K 今年完美end

By Delia
at 2021-07-04T17:42

朝聖

By Daph Bay
at 2021-07-07T01:47

沒跟～嗚嗚嗚

By Olive
at 2021-07-10T10:55

厲害了

By Joe
at 2021-07-12T18:06

28樓也太猛，億光真的跟榮創一起噴

By Tristan Cohan
at 2021-07-15T12:38

因為同族群的還有一檔是光磊

By Bennie
at 2021-07-15T17:57

謝謝

By Bennie
at 2021-07-20T13:13

太猛了吧有跟到感謝大大

By Anthony
at 2021-07-21T20:48

不愧是南茂哥...

By Rebecca
at 2021-07-25T19:04

跟到兩張好舒服

By Selena
at 2021-07-25T22:25

今天南茂哥已漲停全出謝謝ptt法人

By Mason
at 2021-07-26T07:50

過年後前還是先入袋為安

By Blanche
at 2021-07-29T07:15

謝南茂哥 38有跟到

By Hedda
at 2021-08-02T09:42

有跟到謝謝原po

By Ida
at 2021-08-04T23:15

南茂哥推

By Jacky
at 2021-08-08T20:20

謝謝南茂哥，38元跟到:)

By David
at 2021-08-13T10:01

南茂哥今天賺40萬，好強！

By Frederica
at 2021-08-13T16:23

共計100萬

By Hamiltion
at 2021-08-14T14:37

感謝原po，有跟到

By Iris
at 2021-08-19T01:24

恭喜

By Jacky
at 2021-08-19T21:53

真的超強

By Hedy
at 2021-08-22T00:59

29塊，3張...繼續蹲

By Hedy
at 2021-08-25T22:08

可惡，沒跟到

By Zora
at 2021-08-26T23:43

恭喜已上車兩張拉回繼續加碼

By Queena
at 2021-08-28T13:30

高價買進套一年出一半現在覺得太早出了

By Olive
at 2021-08-31T16:14

還沒上車啊

By Jack
at 2021-08-31T17:28

不講股德太快發動

By Zenobia
at 2021-09-05T09:15

南茂哥又賺翻惹

By Hedwig
at 2021-09-09T14:27

超強！！

By Hedy
at 2021-09-14T10:35

有看到沒跟到QQ

By Christine
at 2021-09-17T19:48

再推一次

By Una
at 2021-09-21T23:22

太神了

By Olivia
at 2021-09-25T00:00

神啊連續兩個燈

By Hedwig
at 2021-09-25T02:10

連續兩天漲停，感謝南茂哥，奈米戶心臟小先出了

By Queena
at 2021-09-26T22:46

沒跟到QQ

By Victoria
at 2021-09-29T16:52

太強了沒跟到QQ

By Ula
at 2021-10-02T09:58

感謝南茂哥獲利21%先下車了

By Tristan Cohan
at 2021-10-03T04:54

奈米戶100來張已獲利了結

By Candice
at 2021-10-04T19:26

推

2393 億光 (附對帳單) - 股票

All Comments

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