2461 光群雷 多(母以子貴) - 股票

By Edwina
at 2020-11-22T16:29
at 2020-11-22T16:29
Table of Contents
1. 標的:2461 光群雷
2. 分類:多(母以子貴)
3. 分析/正文:
說母以子貴,直接點出他的子公司3666(光耀),2461持股45%,為最大股東,可認列獲
利
https://i.imgur.com/dOBQD1O.jpg
有趣的事
https://i.imgur.com/FOBprpG.jpg
大幅認列虧損的另一個轉投資「群曜」,光群雷董事長(也是群曜董事長)說明年可獲利
&明年興櫃,
&後年上櫃
結論:
1.3666光耀3月到現在漲了5倍,母公司2461漲1.5倍而已,且3666去年開始業績三級跳,2
461可持續認列獲利
https://i.imgur.com/58iDRH0.jpg
2.原本認列虧損的轉投資群曜,董事長說明年開始獲利,原本的拖油瓶可望轉型成小金雞
母,進一步美化財報
3.2461本業穩定,雖然殖利率不高,至少穩定
隱憂:3666近一年漲爆沒錯,但非獨立董監持股也是賣了1000餘張,約5%,就看個人解讀
了
https://i.imgur.com/OE3J0h7.jpg
4. 進退場機制:
持續關注3666未來走勢,反轉南下則出清
否則2461會跟著一路向北,希望啦!
--
2. 分類:多(母以子貴)
3. 分析/正文:
說母以子貴,直接點出他的子公司3666(光耀),2461持股45%,為最大股東,可認列獲
利
https://i.imgur.com/dOBQD1O.jpg
有趣的事
https://i.imgur.com/FOBprpG.jpg
大幅認列虧損的另一個轉投資「群曜」,光群雷董事長(也是群曜董事長)說明年可獲利
&明年興櫃,
&後年上櫃
結論:
1.3666光耀3月到現在漲了5倍,母公司2461漲1.5倍而已,且3666去年開始業績三級跳,2
461可持續認列獲利
https://i.imgur.com/58iDRH0.jpg
2.原本認列虧損的轉投資群曜,董事長說明年開始獲利,原本的拖油瓶可望轉型成小金雞
母,進一步美化財報
3.2461本業穩定,雖然殖利率不高,至少穩定
隱憂:3666近一年漲爆沒錯,但非獨立董監持股也是賣了1000餘張,約5%,就看個人解讀
了
https://i.imgur.com/OE3J0h7.jpg
4. 進退場機制:
持續關注3666未來走勢,反轉南下則出清
否則2461會跟著一路向北,希望啦!
--
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