2409 友達 (進場110張) - 股票

By Elizabeth
at 2021-05-24T12:30

Table of Contents

1. 標的：2409 友達

2. 分類：多

3. 分析/正文：

https://imgur.com/a/AlSm4Tx

成本大概22.1 進場110張

友達第一季營收:829億 EPS:1.25元

群創第一季營收:838億 EPS:1.15元

友達3月份.4月份營收:307億 296億

群創3月份.4月份營收:309億 303億

面板報價會持續漲到第3季相信沒人有異議吧第4季姑且不論

基本上面板廠已站穩 2021 第2.3季營收都會破900億上看1000億

季營收有900億可以自己算一下第2.3季 EPS 應該會到2元以上

我推測今年EPS會如下:1.25+2.2+2.5+2.0=7.95

有些投顧機構與外資也估面板2021、2022年獲利預估值，

友達是7.36、4.91元

群創是7.65與4.93元

我想達標機率很高,EPS這麼高明年股利大概會在3.5元上下

那代表股價到35元殖利率也有10%

面板雙虎股價今年絕對會再回到30以上會不會到40不敢說

EPS:7元股價22元還不敢買那大概也沒啥好買的了

4. 進退場機制：

長期持有不停損

持續加碼 35以上分批退場

--

Tags: 股票

All Comments

By Hamiltion
at 2021-05-26T04:52

35???夢裡什麼都有

By Joe
at 2021-05-26T14:22

來了

By Daph Bay
at 2021-05-28T04:09

友達王還沒涼掉就有新的

By Eartha
at 2021-05-29T21:24

友達王
對面板有希望的還是去同學會充值信仰比較好 ptt太多
壞人

By Mason
at 2021-06-01T12:26

我OK，你先進

By William
at 2021-06-02T03:31

推南茂哥跟5張

By Todd Johnson
at 2021-06-05T09:20

有單直接尊重

By Candice
at 2021-06-07T08:01

有單就是推

By Freda
at 2021-06-12T03:54

去睡吧孩子

By Audriana
at 2021-06-12T18:52

有單就是推

By James
at 2021-06-15T08:46

第二季這樣估太樂觀了吧

By Isabella
at 2021-06-16T12:10

我OK你先買

By Carol
at 2021-06-17T03:33

有單推

By Dora
at 2021-06-18T09:30

跟推文對做

By Enid
at 2021-06-20T23:09

有單就推順便問一下友達王是之前融資歐印的那個嗎

By Susan
at 2021-06-23T06:25

估的有點誇張
不過比起看衰仔不敢全壓空單好多了

By Andrew
at 2021-06-27T07:50

有單尊重推

By Xanthe
at 2021-06-28T12:12

好奇選友達沒選群創的原因？謝謝

By Hazel
at 2021-07-02T10:27

有單就是推

By Suhail Hany
at 2021-07-04T06:42

有單尊重

By Megan
at 2021-07-09T05:38

有單推，我先買100下的海運

By Catherine
at 2021-07-11T13:53

之前30多就已反應惹保重

By George
at 2021-07-15T04:44

是的之前的友達王是高檔融資

By Eartha
at 2021-07-17T11:38

南茂哥 50反停損了?

By James
at 2021-07-21T21:56

站上去過所以已反應

By Linda
at 2021-07-22T22:39

有帳單有推屌打嘴砲仔

By Linda
at 2021-07-25T03:44

有單尊重推但個人覺得估得太樂觀

By Cara
at 2021-07-25T20:00

推個

By Anonymous
at 2021-07-28T15:30

kuso大好像消失一段時間了，希望人還安好...

By Mary
at 2021-07-29T04:21

有單尊重推

By Dorothy
at 2021-07-29T22:28

雖然我常常嘴面板，但是有大單都是高手

By Joseph
at 2021-08-02T01:11

99 三弟彩晶

By Connor
at 2021-08-02T15:41

kuso大那小錢吧他不是一個月不知就多少了

By Oliver
at 2021-08-03T22:54

...

By Necoo
at 2021-08-06T15:35

南茂哥推

By Odelette
at 2021-08-09T01:23

笑了之前的營收是疫情未爆前的出單現在疫情爆了
當陸廠LCD 吃素嗎？面板很難玩啦都變傳產了

By Jack
at 2021-08-10T00:25

是的我的50反停損了虧了幾十萬

By Erin
at 2021-08-12T11:24

推

By Emily
at 2021-08-16T12:58

有單給推但阿彌陀佛了

By Puput
at 2021-08-17T09:26

110太少信仰不夠

By Lydia
at 2021-08-20T09:59

面板是傳產沒錯啊，但經過這幾個月誰敢瞧不起傳產

By Olivia
at 2021-08-21T10:53

respect

By Queena
at 2021-08-25T17:31

友達30元我還不太敢買跌到22我覺得有機會就上了

By Andrew
at 2021-08-29T07:21

這價真的蠻吸引人der，但面板好像還會整理很久QQ

By Rebecca
at 2021-08-29T14:32

南茂哥選股一流根本不需要空指數XD

By Delia
at 2021-09-02T10:30

有對帳單給推

By Agnes
at 2021-09-07T02:20

南茂哥篡位當友達王哦

By James
at 2021-09-12T00:33

負債滿重的，應該不會發那麼多

By Robert
at 2021-09-16T02:41

南茂哥推!

By Donna
at 2021-09-16T08:24

槓沒想到包子這麼會漲當年400張還在就發了這次
不能錯過

By Elvira
at 2021-09-20T09:17

推

By Mason
at 2021-09-20T16:26

南茂哥又出手了，問一下新潤出了嗎？

By Quintina
at 2021-09-21T13:47

上次那個融資的kuso還活著嗎

By Ina
at 2021-09-22T06:55

推見證過南茂哥超低成本的包子

By Ingrid
at 2021-09-25T09:43

99包子

By John
at 2021-09-25T21:52

今天進場+1 同路人

By Linda
at 2021-09-29T17:50

讚讚

By Lydia
at 2021-10-01T06:39

上面套牢量這麼大一定會整理很久

By Barb Cronin
at 2021-10-01T17:13

respect

By Gary
at 2021-10-06T03:16

想請問群創友達只選擇友達是因為籌碼較安定嗎

By Caitlin
at 2021-10-08T01:38

真的漲上去大概也要2~3個月後了

By Brianna
at 2021-10-10T20:46

選擇友達因為是大哥吧沒理由買老二
(我猜的

By Lydia
at 2021-10-13T03:38

南茂哥眼光不錯呀！跟

By Hedy
at 2021-10-15T20:30

勇者

By Franklin
at 2021-10-17T22:08

主力：又一顆大型韭菜

By Carolina Franco
at 2021-10-20T00:39

訊號來了

By Ivy
at 2021-10-22T00:48

996116

By Dora
at 2021-10-24T09:35

2.2和2.5太誇張

By Olive
at 2021-10-29T03:44

跟五張

By Daniel
at 2021-10-31T14:16

唱起來! 我們一起學貓叫,一起喵喵喵喵喵

By Jacob
at 2021-11-02T06:36

明年發這麼多，可以買來等除權息啊

By Caroline
at 2021-11-06T00:00

有單就是推

By Jack
at 2021-11-09T06:25

兩百萬哥

By Bethany
at 2021-11-09T10:35

撿

By George
at 2021-11-12T20:37

好啦加油

By Daniel
at 2021-11-14T20:29

The 新大型韭菜

By Andy
at 2021-11-17T06:15

跟幾張試試

By Cara
at 2021-11-21T07:17

麵包了

By Erin
at 2021-11-24T05:46

跟一張試試看

By Anthony
at 2021-11-28T18:18

茂哥的600張50反呢成本好像6.7巴

By Ida
at 2021-12-02T22:50

有單推！

By Ina
at 2021-12-07T20:55

有單給尊重

By Annie
at 2021-12-11T13:08

跟三張

By Emma
at 2021-12-15T17:18

大戶

By Ursula
at 2021-12-18T00:43

面板後面還有戲啦，五月是利用大盤跟股價雙修正，
所以才跌這麼多，但反過來思考，如果你是主力為什
麼要這樣修正，想完後自然就有答案

By Callum
at 2021-12-20T18:42

有單推

By Todd Johnson
at 2021-12-21T12:33

面板技術能力，友達高一點？

By Aaliyah
at 2021-12-25T11:43

給推

By Isla
at 2021-12-28T22:34

這次你一定贏

By Faithe
at 2021-12-30T00:42

明年有4的話22是很便宜啦

By Elvira
at 2022-01-03T00:00

在山頂好冷995

By Cara
at 2022-01-07T13:08

明年股利大概會在3.5元....加油

By Bennie
at 2022-01-09T00:37

22塊穩贏的吧，35難說，但回到30妥妥的

By Agnes
at 2022-01-13T00:45

現股配權證跟一波..
https://i.imgur.com/x0jBcVg.jpg

By Todd Johnson
at 2022-01-16T04:55

第二季很好不夠第三季也要好股價反應未來

By Una
at 2022-01-18T21:24

我看看你這個35要等多久 www

By Olivia
at 2022-01-20T01:38

用EPS看怎麼不選股價更低的群創！？

By Bethany
at 2022-01-21T18:40

一堆3X套牢仔真的別再幻想了有拉上去就快跑吧

By Hedwig
at 2022-01-22T21:07

推一堆人台灣看世界台灣疫情爆了又怎樣今年面板
還是好

By Joe
at 2022-01-23T02:07

但我還是這麼說，看不懂的還是看不懂，不相信的還
是不相信，相信自己判斷及多瞭解該產業未來動態，
自然就會有答案，別開槓桿穩定投資慢慢等待機會

By Madame
at 2022-01-25T14:09

葉配

By Ina
at 2022-01-27T10:46

去年十二月進場抱上又抱下其實還是滿痛苦的

By Madame
at 2022-01-27T18:14

謝謝反彈那時已經佈局所見略同

By Jack
at 2022-01-30T13:21

我自己不單純看基本面啦技術籌碼資金要進來才考慮
進場

By Hedwig
at 2022-01-31T04:00

友達以上

By Valerie
at 2022-02-01T10:49

便宜快買，主力也不會漲這一點就想倒貨

By Charlie
at 2022-02-02T22:16

現在面板就像年初航運回檔修正之後整理完繼續漲

By Quanna
at 2022-02-05T22:36

陽明來個大奇蹟吧

By Una
at 2022-02-06T10:32

有大單

By Ivy
at 2022-02-09T03:15

看EPS根本不準越好越慘

By Andrew
at 2022-02-10T04:01

好哦

By Susan
at 2022-02-12T08:02

新友達王

By Megan
at 2022-02-17T04:41

我也覺得還可以 23以下可以玩幾張只是盤很久

By Ursula
at 2022-02-20T12:36

你股利也給太高了吧

By Margaret
at 2022-02-25T01:49

你贏了...30塊套了10張 99戀人

By Yedda
at 2022-02-25T17:12

友達哥一世屍骨未寒，二世繼承遺志

By Ophelia
at 2022-02-25T23:16

跟兩張

By Callum
at 2022-02-28T03:06

一樣都要冒險為何不當水手啊

By Poppy
at 2022-02-28T08:10

有單推

By Regina
at 2022-03-01T10:22

面板配息應該沒這麼大方吧？

By Madame
at 2022-03-04T03:10

友達穩的

By Sierra Rose
at 2022-03-05T15:05

99包子

By Linda
at 2022-03-10T09:40

有單給推

By Victoria
at 2022-03-14T03:38

33 好冷

By Genevieve
at 2022-03-18T11:53

33.5... 有人比我冷嗎?

By Daph Bay
at 2022-03-22T19:27

跟你10張

By Zanna
at 2022-03-26T07:38

33都已經是人家的停利價了幫QQ

By Catherine
at 2022-03-30T21:29

27...有點冷

By Ula
at 2022-04-02T15:01

新友達王！！

By Regina
at 2022-04-04T22:12

割

By Jack
at 2022-04-07T02:57

995山頂好冷

By Hamiltion
at 2022-04-09T06:01

物價齊漲，成本也增加不少

By Jessica
at 2022-04-09T11:06

最近面板文章真多

By Mia
at 2022-04-13T04:08

推

By Lydia
at 2022-04-13T08:34

可以

By Lydia
at 2022-04-15T08:18

20張成本25奈米戶報到

By Kumar
at 2022-04-15T15:12

Respect

By Skylar DavisLinda
at 2022-04-18T15:06

給尊重加油

By David
at 2022-04-20T12:59

跟10張

By Irma
at 2022-04-24T07:33

清流

By Kyle
at 2022-04-27T18:37

有單有推

By Margaret
at 2022-05-02T06:41

給尊重。推

By Yedda
at 2022-05-05T00:34

勇氣給推不過EPS亂算一通

By Gary
at 2022-05-09T21:03

面板王來了

By Annie
at 2022-05-13T23:50

有單給尊重

By Regina
at 2022-05-18T21:46

樂觀Q2如你說1000億 1000/829*1.25=1.49 三率沒狂飆
的狀況下破2根本登天難

By Zora
at 2022-05-21T04:02

30T 995

By Rosalind
at 2022-05-22T11:27

有單有推

By Carolina Franco
at 2022-05-23T08:41

今天這個點位不錯喔讓PTT法人抬轎幫你突破

By Carolina Franco
at 2022-05-23T15:58

南茂哥登基

By Madame
at 2022-05-27T04:44

跟朋友同進退呀!!!

By Wallis
at 2022-05-30T22:57

這麼樂觀完了

By Quintina
at 2022-06-02T09:05

抬轎文出現動起來

By Kelly
at 2022-06-06T04:40

反彈而已，深不見底

By Frederic
at 2022-06-07T23:41

戀人王

By Joe
at 2022-06-12T08:01

eps太樂觀

By Michael
at 2022-06-15T05:24

猛

By Oscar
at 2022-06-15T08:17

99老蘇的彩晶

By Sandy
at 2022-06-17T06:27

給尊重

By Thomas
at 2022-06-21T11:23

我等發動了再上車

By Harry
at 2022-06-26T04:28

有單給尊重，雖然看不起面板

By Barb Cronin
at 2022-06-29T13:46

玩了

By Thomas
at 2022-07-04T04:06

有單給推一路順風

By Edith
at 2022-07-09T01:35

都有航酸了，有面板酸也不足為奇...

By Belly
at 2022-07-12T01:47

Respect

By Suhail Hany
at 2022-07-17T01:15

來了！！

By Necoo
at 2022-07-20T05:53

南茂哥必推

By Rae
at 2022-07-23T11:24

99我

By Sandy
at 2022-07-27T01:18

有買給推

By Poppy
at 2022-07-29T18:08

面板3檔看趨勢都要起飛囉 ?

By Tom
at 2022-08-03T06:30

推一個！

By Dorothy
at 2022-08-06T05:42

我覺得OK，有對帳單給過

By Heather
at 2022-08-11T00:44

尤達大師

By Tristan Cohan
at 2022-08-11T18:28

昨天有個友達王賣在35的他會噓你ㄏㄏ

By Emily
at 2022-08-13T15:49

不知還有沒有未認列遞延所得稅資產可作帳

By Hamiltion
at 2022-08-17T17:13

可以

By Hamiltion
at 2022-08-21T05:26

樓上再cue我嗎不要這樣尾盤有上群創20口乖
而且我沒說過我友達王請別亂掛名~

By Faithe
at 2022-08-22T07:38

有單給尊重

By Harry
at 2022-08-24T18:52

穩噴

By Callum
at 2022-08-25T06:14

Respect

By Jake
at 2022-08-28T09:30

推單

By Bennie
at 2022-08-31T15:21

有單瑞思拜

By David
at 2022-09-03T23:30

乾看來又要崩了，馬的真的準備套30年

By Adele
at 2022-09-05T07:41

20t的希望上得去

By Blanche
at 2022-09-05T20:28

上一個友達多軍，友達王已經被抬出去了...

By Necoo
at 2022-09-07T07:58

長期持有............保重

By Kyle
at 2022-09-10T05:39

友達王給推

By Olivia
at 2022-09-11T07:57

推但我買另外兩隻喵喵qq

By Todd Johnson
at 2022-09-15T15:15

有單給推

By Carolina Franco
at 2022-09-15T19:25

現股又不用怕

By Leila
at 2022-09-16T06:40

有單推

By Hazel
at 2022-09-19T06:15

送分題友達股本就是少了一百億營收差不多的情況下
就是買友達

By Margaret
at 2022-09-20T14:15

7塊？你怎麼不喊70塊

By Ophelia
at 2022-09-23T20:49

我OK，你先買，投信一直賣的股票我沒看過有後續的

By Gilbert
at 2022-09-23T23:09

新楔芧F王

By Edward Lewis
at 2022-09-24T12:41

eps不可能破2啦除非月營收都是第一季的快兩倍確
實有點亂算XD

By Poppy
at 2022-09-24T16:09

有單給推

By Una
at 2022-09-24T23:43

勇者推弱弱跟2張

By Liam
at 2022-09-27T03:15

有單就尊重，祝大賺

By Faithe
at 2022-10-01T20:12

推推推

By Carolina Franco
at 2022-10-03T19:40

新友達王

By Rosalind
at 2022-10-04T22:48

請問南茂哥怎麼看彩晶？

By Una
at 2022-10-08T17:32

很早就進場了 30T 25賣 22抱回

By Quintina
at 2022-10-09T11:21

跟60張

By Franklin
at 2022-10-09T19:28

有對帳單推！

By Valerie
at 2022-10-13T02:15

沒融資，沒當沖就給推！

By Kelly
at 2022-10-13T20:55

上一個友達王就是融資，然後就消失了

By John
at 2022-10-15T16:40

上一個融資友達王不知道是否ㄧ切安好

By Sierra Rose
at 2022-10-16T23:20

有單.推.覺得您應該會成為友達王

By Wallis
at 2022-10-18T01:21

明天收盤綠給你看

By Necoo
at 2022-10-18T10:57

年EPS有4~5就不錯了，但是就算只有這樣，20可以買

By Yuri
at 2022-10-21T22:07

南茂哥，推！

By Dorothy
at 2022-10-22T07:55

有單推比一些只會謾罵的人強

By Frederic
at 2022-10-26T14:26

有單有推！祝福原po！

By Frederica
at 2022-10-30T14:06

看eps做股票的話不如買長榮了

By Vanessa
at 2022-11-01T08:15

22/7 *30= 94 現在長榮才86

By Hedy
at 2022-11-05T14:29

有單給推

By Barb Cronin
at 2022-11-05T19:14

讚喔，被酸通常會噴，看那航運，面板明天要噴了

By Jessica
at 2022-11-10T13:53

上個友達融資的還在嗎.......

By Sierra Rose
at 2022-11-13T23:57

還有人記得AOUQQ嗎
更正 AUOQQ

By Ursula
at 2022-11-18T04:38

勇者，難怪今天終於見紅

By Irma
at 2022-11-23T01:57

有推就推愛酸怎麼不空下去?

By Genevieve
at 2022-11-23T03:27

恭喜，等著睏霸數錢就好

By Cara
at 2022-11-27T20:27

成本22.1 長期持有不停損？

By Joe
at 2022-11-28T07:54

唱衰的有種就空下去啦人家有單又現股酸個屁

By Hedda
at 2022-12-02T00:53

99新潤

By Hedda
at 2022-12-06T11:30

實在給推

By William
at 2022-12-06T23:25

好歹也從水餃股漲到現在了。。上過30幾被賣到20幾。
。好買點啊年底就知道了

By Oscar
at 2022-12-09T11:20

加油！！！！！希望友達漲漲漲！

By Dorothy
at 2022-12-10T11:36

推南茂哥嗚嗚有錢也想跟單QAQ

By Ula
at 2022-12-14T22:56

有單推

By Daniel
at 2022-12-17T13:01

有單給推

By Tom
at 2022-12-22T09:38

航運現在進場沒什肉只為了喝點湯套十年?

By George
at 2022-12-27T08:38

唉我從賺到賠認損不少現在只留一些資金至少回30
把我賠的賺回來就好QQ

By Emily
at 2022-12-30T17:56

朝聖推

By Anonymous
at 2023-01-03T05:21

爽

By Catherine
at 2023-01-04T03:38

好猛，朝聖

By Queena
at 2023-01-06T05:04

明天來空一下勝率很大

2409 友達 (進場110張) - 股票

All Comments

Related Posts

高盛看台股萬九投顧：不要跟政府對作看空

賣老婆黃金，危機入市的時機是否已來臨

2454聯發科多

仁寶電腦員工確診！曾和兩同事約見面　總

面板 IC今天在漲什麼?