2880華南金 - 股票
By Frederic
at 2020-07-13T22:58
at 2020-07-13T22:58
Table of Contents
1. 標的:2880 華南金
2. 分類:多
3. 分析/正文:
今年對華南金損傷最大的應該是華南永昌證券虧損34億
但看華南金年報 營業最大比重還是華南銀行 華南永昌證券只占6%
https://imgur.com/AtnqGd5
觀察華南銀行經營績效:
一、資本適足率 越高代表風險性資產越低 財務較健全
至108年底 本國銀行資本適足率排名 華南銀排名第5 算資優生
https://imgur.com/cpRhWnh
二、逾放款比率 越小代表資產品質較佳
在本國銀行 華南銀同樣排名第5
https://imgur.com/cidEH3e
三、備抵呆帳覆蓋率 越高代表處理逾期放款能力越好
這項華南銀排名第一
https://udn.com/news/story/7239/4036578
以上觀察 華南銀行經營績效算是各公民營銀行前段班
如果只因為少部分子公司突發性事件或虧損 就忽略最大子公司華南銀經營能力 不太公平
再觀察四大官股金控股價最高點與現今比較
第一金已回復至最高點93%
合庫金98.6%
兆豐金95.3%
華南金89.3%
推測目前華南金股價是被市場低估的
個人覺得目前股價仍盤整中 可分批進場
今年已買6張 帳面報酬率約10%
回到今年高點股價前 分批一個月買1~2張
4. 進退場機制:(非長期投資者,必須有停損機制)
長期持有 放著生股息
--
2. 分類:多
3. 分析/正文:
今年對華南金損傷最大的應該是華南永昌證券虧損34億
但看華南金年報 營業最大比重還是華南銀行 華南永昌證券只占6%
https://imgur.com/AtnqGd5
觀察華南銀行經營績效:
一、資本適足率 越高代表風險性資產越低 財務較健全
至108年底 本國銀行資本適足率排名 華南銀排名第5 算資優生
https://imgur.com/cpRhWnh
二、逾放款比率 越小代表資產品質較佳
在本國銀行 華南銀同樣排名第5
https://imgur.com/cidEH3e
三、備抵呆帳覆蓋率 越高代表處理逾期放款能力越好
這項華南銀排名第一
https://udn.com/news/story/7239/4036578
以上觀察 華南銀行經營績效算是各公民營銀行前段班
如果只因為少部分子公司突發性事件或虧損 就忽略最大子公司華南銀經營能力 不太公平
再觀察四大官股金控股價最高點與現今比較
第一金已回復至最高點93%
合庫金98.6%
兆豐金95.3%
華南金89.3%
推測目前華南金股價是被市場低估的
個人覺得目前股價仍盤整中 可分批進場
今年已買6張 帳面報酬率約10%
回到今年高點股價前 分批一個月買1~2張
4. 進退場機制:(非長期投資者,必須有停損機制)
長期持有 放著生股息
--
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