4960 奇美材 多 - 股票

By Lydia
at 2017-09-03T01:30
at 2017-09-03T01:30
Table of Contents
1. 標的:
4960 奇美材
2. 分類:多/空/請益/心得
多
3. 分析/正文:
4960 奇美材
目前股價在低檔 也在可以存的價 (五年平均看約 7%)
從去年開始 因為日元升值 (材料成本增加)
需求降低 (售價降低) 地震導致部份產線 (台南廠) 停產等因素
一連虧了六季
目前日元降回來了 需求也回來了 (面板很旺)
台南廠恢復正常 還有 Q2 昆山廠開工
加上去年布局大陸面板客戶
陸續供貨給京東方、天馬等大陸面板廠
今年營收貢獻上看 20% ~ 30% 而人民幣升值
總之 最慘的時候應該已過去
8/24 有大量低點在 13.7 (大都買在 14.4 之上)
4. 進退場機制:(非長期投資者,必須有停損機制)
4960 奇美材
15 以下吃貨 抱到 EPS 翻正為止
停損抓 13.5 好了
停利先看 19 (淨值)
--
Tags:
股票
All Comments

By Susan
at 2017-09-03T08:52
at 2017-09-03T08:52

By Candice
at 2017-09-06T20:53
at 2017-09-06T20:53

By Damian
at 2017-09-11T15:58
at 2017-09-11T15:58

By Jake
at 2017-09-13T07:09
at 2017-09-13T07:09

By Eartha
at 2017-09-17T14:15
at 2017-09-17T14:15

By Emily
at 2017-09-17T15:39
at 2017-09-17T15:39

By Megan
at 2017-09-19T13:28
at 2017-09-19T13:28

By Tracy
at 2017-09-23T11:27
at 2017-09-23T11:27

By Edward Lewis
at 2017-09-25T02:01
at 2017-09-25T02:01

By Hardy
at 2017-09-28T06:57
at 2017-09-28T06:57

By Frederica
at 2017-10-02T11:54
at 2017-10-02T11:54

By Isla
at 2017-10-04T17:29
at 2017-10-04T17:29

By Kelly
at 2017-10-09T14:14
at 2017-10-09T14:14

By Frederica
at 2017-10-10T01:23
at 2017-10-10T01:23

By Blanche
at 2017-10-14T07:42
at 2017-10-14T07:42

By Audriana
at 2017-10-15T07:58
at 2017-10-15T07:58

By Jack
at 2017-10-16T06:25
at 2017-10-16T06:25

By Heather
at 2017-10-16T10:00
at 2017-10-16T10:00

By Rae
at 2017-10-17T02:20
at 2017-10-17T02:20

By Candice
at 2017-10-17T22:30
at 2017-10-17T22:30

By Kumar
at 2017-10-20T14:58
at 2017-10-20T14:58

By Quintina
at 2017-10-20T23:05
at 2017-10-20T23:05

By Elma
at 2017-10-23T16:20
at 2017-10-23T16:20

By Ophelia
at 2017-10-26T12:53
at 2017-10-26T12:53

By Rae
at 2017-10-26T16:19
at 2017-10-26T16:19

By Sandy
at 2017-10-29T08:30
at 2017-10-29T08:30

By Damian
at 2017-11-02T16:23
at 2017-11-02T16:23

By Lydia
at 2017-11-07T07:10
at 2017-11-07T07:10

By Todd Johnson
at 2017-11-08T06:13
at 2017-11-08T06:13

By Doris
at 2017-11-11T09:53
at 2017-11-11T09:53

By Franklin
at 2017-11-12T03:09
at 2017-11-12T03:09

By Suhail Hany
at 2017-11-12T18:56
at 2017-11-12T18:56

By Xanthe
at 2017-11-17T12:41
at 2017-11-17T12:41

By Hedy
at 2017-11-18T01:08
at 2017-11-18T01:08

By Joseph
at 2017-11-21T07:56
at 2017-11-21T07:56

By Necoo
at 2017-11-25T20:56
at 2017-11-25T20:56

By Ivy
at 2017-11-26T18:51
at 2017-11-26T18:51

By Irma
at 2017-11-29T10:50
at 2017-11-29T10:50

By Eartha
at 2017-12-01T08:21
at 2017-12-01T08:21

By Margaret
at 2017-12-03T01:55
at 2017-12-03T01:55

By Megan
at 2017-12-05T09:31
at 2017-12-05T09:31

By Leila
at 2017-12-05T22:27
at 2017-12-05T22:27

By Sierra Rose
at 2017-12-06T09:58
at 2017-12-06T09:58

By Iris
at 2017-12-07T02:41
at 2017-12-07T02:41

By Poppy
at 2017-12-08T06:02
at 2017-12-08T06:02

By Puput
at 2017-12-09T04:32
at 2017-12-09T04:32

By Zora
at 2017-12-11T11:28
at 2017-12-11T11:28

By Suhail Hany
at 2017-12-12T19:15
at 2017-12-12T19:15

By John
at 2017-12-14T16:35
at 2017-12-14T16:35

By Michael
at 2017-12-14T23:21
at 2017-12-14T23:21

By William
at 2017-12-17T04:12
at 2017-12-17T04:12

By Valerie
at 2017-12-20T04:59
at 2017-12-20T04:59

By Belly
at 2017-12-23T17:30
at 2017-12-23T17:30

By Sarah
at 2017-12-27T14:48
at 2017-12-27T14:48

By Zora
at 2017-12-29T20:54
at 2017-12-29T20:54

By Daniel
at 2018-01-03T18:43
at 2018-01-03T18:43

By Hedda
at 2018-01-06T04:36
at 2018-01-06T04:36

By Linda
at 2018-01-06T16:50
at 2018-01-06T16:50

By Linda
at 2018-01-10T02:46
at 2018-01-10T02:46

By Linda
at 2018-01-13T14:37
at 2018-01-13T14:37

By Hedda
at 2018-01-14T16:27
at 2018-01-14T16:27

By Lydia
at 2018-01-18T04:08
at 2018-01-18T04:08

By Elma
at 2018-01-22T17:06
at 2018-01-22T17:06

By Tom
at 2018-01-25T15:51
at 2018-01-25T15:51

By Selena
at 2018-01-30T07:40
at 2018-01-30T07:40

By Valerie
at 2018-01-31T19:12
at 2018-01-31T19:12

By Odelette
at 2018-02-03T15:39
at 2018-02-03T15:39

By Lauren
at 2018-02-06T14:50
at 2018-02-06T14:50

By Charlie
at 2018-02-06T20:40
at 2018-02-06T20:40

By Agnes
at 2018-02-10T17:21
at 2018-02-10T17:21

By Zenobia
at 2018-02-11T21:23
at 2018-02-11T21:23

By Anthony
at 2018-02-16T15:08
at 2018-02-16T15:08

By Faithe
at 2018-02-21T00:41
at 2018-02-21T00:41

By Christine
at 2018-02-21T22:18
at 2018-02-21T22:18

By Tristan Cohan
at 2018-02-22T03:32
at 2018-02-22T03:32

By Carolina Franco
at 2018-02-26T13:57
at 2018-02-26T13:57
Related Posts
2739 寒舍 多

By Kyle
at 2017-09-03T00:55
at 2017-09-03T00:55
比特幣漲破 4,700 美元,萊特幣今年飆 14

By Thomas
at 2017-09-03T00:35
at 2017-09-03T00:35
8114 振樺電

By Skylar DavisLinda
at 2017-09-02T22:52
at 2017-09-02T22:52
大減稅!薪扣額提高至18萬 標扣額11萬元

By Quanna
at 2017-09-02T22:30
at 2017-09-02T22:30
錢去哪了?平均所得多5萬 買房還是登天

By Kama
at 2017-09-02T21:35
at 2017-09-02T21:35