4536 拓凱 - 股票

By Victoria
at 2017-12-16T23:24
at 2017-12-16T23:24
Table of Contents
1. 標的:
4536 拓凱
2. 分類:多/空/請益/心得
長多
3. 分析/正文:
目前股價在低檔 也在可以存的價 (五年平均看約 6%)
複合材料產品製造大場
全球第一大碳纖維網球拍製造代工廠
全球最大的核磁共振(MRI)醫療床板供應商
近年大多賺 6~8 塊配 4~5 塊,
目前以運動休閒為主, 營收有 70% 落在運動休閒用品上,
其中自行車佔33%、安全帽佔20%,網球拍則佔17%;
毛利率較高的航太與醫療則分別佔營收 7%、6%
去年因運動休閒產業景氣不佳 客戶庫存高 營收略降
但有業外支援 (匯兌回沖等) 盈餘仍不錯
而今年運動休閒產業逐步脫離景氣谷底,
球拍及自行車產品的市場庫存已回到正常水位,
運動休閒產品可望有較正向樂觀的營運表現
但業外有匯損 盈餘轉差
近年在積極拓展航太部份的業務
日前去法國參加 台法航空產業供應商合作交流會議 似乎有些展獲,
目前持續與客戶研發新複合材料,
計畫用於飛機天花板、天花板結構件以及地板板材
計劃兩地設廠 (后里 廈門)
生產汽車車體結構及板金補強材 (供貨給日本及歐洲車廠)
及生產航太內裝、結構及次結構件
另外最近因被 MSCI 季度調整刪除成分股
外資狂賣了一陣 跌了不少
一些參考
https://goo.gl/PWzeXU
https://goo.gl/yGPh7W
https://goo.gl/dQ9xg1
https://goo.gl/9rhDfc
http://www.chinatimes.com/newspapers/20170608000193-260206
https://money.udn.com/money/story/5710/2493493
4. 進退場機制:(非長期投資者,必須有停損機制)
先等看看能不能到 80 以下
也可以現價進 跌價再加碼
90 以下穩穩存 長抱領息不停損
期待景氣回溫帶動運動休閒產業 或航太方面業務有進展
120 以上可考慮停利換股
--
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