2888B新光金乙特 穩穩便當多 - 股票
By Callum
at 2020-09-12T20:54
at 2020-09-12T20:54
Table of Contents
1. 標的：2888B新光金乙特
2. 分類：便當多
3. 分析/正文：
重新整理金融類特別股，直接上圖。(裕融跟中租我不算入金融類)
圖可能有點小，可用平板或電腦看。
https://i.imgur.com/f0E5NP3.jpg
https://i.imgur.com/5nBxngB.jpg
https://i.imgur.com/psL4VQN.jpg
結論：
在AA級的國泰富邦，XIRR在3%；AA-的中信卻只有2.5%，代表中信特別股已偏貴。
A+級的台新3.6、3.7%，但新光卻高達4.3、4.5%，可見新光特別股遭低估。甚至新光特別
股報酬率高於A級的聯邦銀、王道銀。
如果以台新的3.7%作為合理報酬率，逆推新光金甲特合理價46元，上漲空間2.79%；新光
金乙特合理價45.5元，上漲空間4.96%
又因為新光金乙特剛上市，申購中籤的2.2萬張紛紛認賠殺出，可從前三天爆量成交可知
，而這兩天成交量大幅萎縮，可作為賣壓已盡的訊號。
https://i.imgur.com/IjnH8s8.jpg
本檔向下有限，風險小，無意外應可以賺賺便當錢。
我在山頂上，誰來995
https://i.imgur.com/xAKg9PW.jpg
4. 進退場機制：(非長期投資者，必須有停損機制)
進場：現價43.35
出場：合理價45.5
估4.96%報酬率，可能要放一到三個月。
--
2. 分類：便當多
3. 分析/正文：
重新整理金融類特別股，直接上圖。(裕融跟中租我不算入金融類)
圖可能有點小，可用平板或電腦看。
https://i.imgur.com/f0E5NP3.jpg
https://i.imgur.com/5nBxngB.jpg
https://i.imgur.com/psL4VQN.jpg
結論：
在AA級的國泰富邦，XIRR在3%；AA-的中信卻只有2.5%，代表中信特別股已偏貴。
A+級的台新3.6、3.7%，但新光卻高達4.3、4.5%，可見新光特別股遭低估。甚至新光特別
股報酬率高於A級的聯邦銀、王道銀。
如果以台新的3.7%作為合理報酬率，逆推新光金甲特合理價46元，上漲空間2.79%；新光
金乙特合理價45.5元，上漲空間4.96%
又因為新光金乙特剛上市，申購中籤的2.2萬張紛紛認賠殺出，可從前三天爆量成交可知
，而這兩天成交量大幅萎縮，可作為賣壓已盡的訊號。
https://i.imgur.com/IjnH8s8.jpg
本檔向下有限，風險小，無意外應可以賺賺便當錢。
我在山頂上，誰來995
https://i.imgur.com/xAKg9PW.jpg
4. 進退場機制：(非長期投資者，必須有停損機制)
進場：現價43.35
出場：合理價45.5
估4.96%報酬率，可能要放一到三個月。
--
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