2409 戀人養樂多 - 股票

By Tom
at 2021-04-29T11:39

Table of Contents

大家好

想說的是今天 Q1 EPS 出來了 1.25

目前來看的話
市場給予面板的價格從 PBR 轉由 PER 來作評估
以10倍來看的話，目前已經30元達標，長期目標價40
未來甚至可望能有更高的 PER

比較需要特別關注的就是缺水以及缺料的問題
缺水問題可能要到五月底才有能見度
缺料一樣造成整個供應鏈漲價來維持成本
長期來看的話面板報價還不至於修正太多

所以
如果手上仍然有資金的話
個人選擇在33左右又順勢加碼了幾張
目前手上的包子跟戀人都還持有著
繼續抱著就對了，面板後市可期，上看40
包子讚讚讚！

(′‧ω‧‵)

※ 引述《jinx5566 (玻璃大炮吉茵珂絲)》之銘言：
: 1. 標的：2409 戀人
: 2. 分類：多
: 3. 分析/正文：
: 原物料、驅動IC、玻璃基板全球市場皆呈現短缺
: 韓面板廠傳因缺料減產，面板報價仍持續上漲
: 去年Q3開始轉虧為盈、景氣循環正向回溫
: 營收及毛利率持續走高、本益比仍偏低
: Q1 EPS 個人預期 0.9 有機會上看 1.0
: Q2 加上奧運題材，上漲趨勢可以樂觀看待
: 4. 進退場機制：
: 估計這兩週會盤整在 24、25 元上下
: 4/29 法說會以前無腦佈局，現在盤中 23.7 直接上車，不要猶豫了
: 唯一利空的關鍵在於水情
: 五月底至六月梅雨狀況不佳的話可以先停利再做觀察
: 但近兩年長線仍看好，續抱依然後市可期

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Tags: 股票

All Comments

By Genevieve
at 2021-05-03T14:38

以下開放35的來報到

By William
at 2021-05-06T18:08

35.5t 995

By Christine
at 2021-05-11T16:57

35.5 995

By William
at 2021-05-13T01:01

北部下兩天了

By Agatha
at 2021-05-14T05:15

以為今天能漲停35.45又買了二張韭菜操作

By Enid
at 2021-05-15T23:07

https://i.imgur.com/4PesOmx.jpg
今天又進35.25 壓好壓滿

By Mary
at 2021-05-20T13:01

35.5 995

By Elma
at 2021-05-22T01:39

5月有不少消息就不多說了目前點位還算甜

By Tom
at 2021-05-23T10:49

34T 套柱，99面板

By Kelly
at 2021-05-23T22:54

包子讚讚讚

By Leila
at 2021-05-24T15:14

中部有在下雨哦

By Victoria
at 2021-05-28T21:54

會擔心拉回就分批建倉

By Jack
at 2021-05-31T23:31

拉回就是買點 o'w'ob

By Ina
at 2021-06-01T16:19

昨天賣鋼鐵買面板的我QQ......

By Ula
at 2021-06-02T15:52

對帳單？

By Daniel
at 2021-06-05T14:30

開盤現買現套 99面板~

By Lydia
at 2021-06-10T10:51

35.35可憐啊，被騙

By Doris
at 2021-06-11T00:56

35.25t姍姍來遲

By Caroline
at 2021-06-11T06:07

這麼多人一起在山頂吹風呀 XD

By Jessica
at 2021-06-15T06:24

35T 995

By Ida
at 2021-06-16T02:43

我今天也是賣鋼鐵買友達
本來想當沖
現在變現股

By Adele
at 2021-06-17T21:57

35.25T...好冷

By Brianna
at 2021-06-20T00:08

法說會永遠就是法會…

By Todd Johnson
at 2021-06-22T14:01

35.3T…

By Hedy
at 2021-06-27T01:54

套柱是我

By Odelette
at 2021-06-29T10:09

35.35 995

By Regina
at 2021-07-01T05:36

35.25*13 救命

By Jake
at 2021-07-03T13:04

五日線都沒破不用怕吧= =

By Hedy
at 2021-07-05T02:48

好多人要買欸

By Enid
at 2021-07-06T12:11

回檔就是買點

By Zenobia
at 2021-07-11T06:37

看壓價跟不想被洗出去的誰比較有耐心

By Ingrid
at 2021-07-13T18:21

跟昨天鋼鐵有像也是壓低吃貨

By Kristin
at 2021-07-14T20:59

早上本來也想買的但沒錢買了

By Lucy
at 2021-07-19T05:36

跌了不敢買漲了就追買的概念. 不洗這種洗啥?

By Agatha
at 2021-07-21T17:04

https://speed.ettoday.net/news/1970744

By Genevieve
at 2021-07-22T19:44

35.48 誰來救我吧

By Bethany
at 2021-07-26T01:37

https://i.imgur.com/JlYqJdH.jpg
35的等一下吧洗完再上

By Eartha
at 2021-07-28T21:50

19t報到

By Una
at 2021-08-02T06:25

本來不想玩面板但包子這價位有點忍不住要再上車..

By Selena
at 2021-08-04T12:47

35.2T 995

By Carolina Franco
at 2021-08-06T13:06

夕陽慘業長期有這麼高嗎

By Edwina
at 2021-08-10T06:10

35.3報到

By Lydia
at 2021-08-13T08:01

33塊加10張

By Rebecca
at 2021-08-13T22:59

至少50吧

By Isabella
at 2021-08-17T20:15

35.15 救命唷

By Valerie
at 2021-08-20T18:21

35.6報到

By Michael
at 2021-08-25T12:56

34T報到，當沖變現股

By Wallis
at 2021-08-27T15:36

挖好多冤魂

By Anonymous
at 2021-08-28T04:11

35 995

By Hazel
at 2021-08-30T23:58

法說會是法X 原來是真的~

By Lauren
at 2021-09-01T14:36

最高35.55 怎會有35.6？

By Isla
at 2021-09-04T14:40

32.5、31.5、30.5各掛買一筆零股，看能否買到。

By Heather
at 2021-09-09T07:26

彩晶彩晶彩晶

By Delia
at 2021-09-10T20:05

包子現在30以下可以撿

By Damian
at 2021-09-13T23:08

PBR→PER評價？你想太多了。貨櫃航運今年EPS超過20
。法人還是用PBR評價目標價。

By Sierra Rose
at 2021-09-18T20:59

等下午法說會的好消息

By Caroline
at 2021-09-20T00:35

http://i.imgur.com/QbV3gQ2.jpg 救我，不是送分題
嗎？

By Damian
at 2021-09-23T22:01

戀人應該還有戲剛才也撿了幾張

By Doris
at 2021-09-25T13:21

99 34T

By Hedy
at 2021-09-29T02:42

包子怎麼弱這麼多

By Rae
at 2021-10-02T07:41

26T吃爆米花看戲中

By Valerie
at 2021-10-03T12:53

30.3 5月期 1172口給各位信心

By Heather
at 2021-10-06T16:49

Q2目標價40，Q3目標價45

By Elma
at 2021-10-11T05:26

送分有分送雪生跟送老師

By Skylar Davis
at 2021-10-14T12:56

看下午法說怎麼講

By Una
at 2021-10-15T08:13

三喵都有賣的下週別後悔嘿

By Sierra Rose
at 2021-10-17T12:35

35.5 995

By Eden
at 2021-10-20T22:50

技術別再被偷了

By Annie
at 2021-10-21T12:02

拉回就是買

By Elma
at 2021-10-24T08:44

35.5T 995

By Hedda
at 2021-10-25T22:27

包子30.6，沒撿到最低也滿意了，差一塊就要補錢

By Carolina Franco
at 2021-10-30T08:58

面板需求一直是成長的只是之前中國花大錢搶市佔
擴大供給和補貼砍價才那麼慘現在中國已經搶到
龍頭了根本不會低價增量去砸自己的腳還用夕陽產
業的角度去看會偏離很多

By Donna
at 2021-11-03T12:52

35.3 10張 995...

By Wallis
at 2021-11-06T15:15

以後只有熊貓可以用，慘

By Necoo
at 2021-11-10T23:07

40看好
Q1獲利都公布了有什麼好怕的

By Hedda
at 2021-11-11T21:52

35.35 995

By Heather
at 2021-11-13T06:33

一堆只想當沖的就會怕震盪

By Caitlin
at 2021-11-15T06:41

http://i.imgur.com/YdyNGTf.jpg

By Skylar DavisLinda
at 2021-11-19T06:30

72T報到

By Ethan
at 2021-11-23T07:18

35.45+1，股版壞人好多早上被騙進去追高

By Sarah
at 2021-11-26T23:57

中國不就是靠低價搶的?一漲高誰會用中國技術在那

By Ida
at 2021-11-27T02:55

包子慘套31.5嗚嗚

By Barb Cronin
at 2021-11-28T09:46

今天買是都要當沖喔？我去年12月買放到現在

By Megan
at 2021-11-29T05:30

像這種貼別開一篇放消息的我都怕怕的

By Hazel
at 2021-12-03T09:53

包子上季作帳作太兇了，Q1應該不好看

By Todd Johnson
at 2021-12-08T06:42

18T看戲

By Carolina Franco
at 2021-12-09T09:26

上次回檔出包子改站戀人

By Rae
at 2021-12-14T09:08

結果都沒有買到。明天再來。

By Ophelia
at 2021-12-18T07:25

明天收平盤

By Edward Lewis
at 2021-12-21T21:40

沒買到+1

By Quintina
at 2021-12-25T18:19

預告在前，明日平盤

By Hamiltion
at 2021-12-29T11:43

當沖變限股+1

By Emily
at 2021-12-31T09:10

我也當沖變現股

By Charlie
at 2022-01-01T20:42

http://i.imgur.com/82N9ERP.jpg 窩87

By Valerie
at 2022-01-05T10:15

當沖變現股+1

By Sierra Rose
at 2022-01-09T16:31

明天勞動節補假

By Barb Cronin
at 2022-01-11T15:12

外資大賣了抓最後一個

By Suhail Hany
at 2022-01-13T03:28

我沒放假，沒注意到今天休市。下禮拜再來吧！

2409 戀人養樂多 - 股票

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2409 戀人養樂多 - 股票