4987 科誠 - 股票

By Annie
at 2017-07-22T11:08
at 2017-07-22T11:08
Table of Contents
-------------------------------------------------------------------------
1.發文前請先詳閱[標的]分類發文規範,未依規範發文將受處份。
2.發標的文未充實內文,多空理由不充實者,板規1-1-5或4-4處份
3.進退場機制若非長期投資,請輸入停損價,否則依板規1-1-6處份
4.若為長期投資,但無充份分析理由,將依板規1-1-5處份
4.請依格式輸入內容,未依格式者板規1-1-2砍文處份。
5.分類選填請益或心得者,進退場機制得刪去。
---------------------按ctrl+y可刪除以上內容。----------------------------
1. 標的:
4987 科誠
2. 分類:多/空/請益/心得
中長多
3. 分析/正文:
4987 科誠
股價在低檔 也在可以存的價 (五年平均約 7%)
2015 年起因為 ODM 客戶被併購掉 代工業務下滑
再加上中國市場成長不如預期 營收受到影響
資產報酬率、純益率是連兩年下滑 股價也跟著溜滑梯
但在公司營運調整及擴大業務 逐步擴大東南亞、南亞經銷體系
營收回穩 今年六月營收已有往年高點的水準
接下來景氣若持續回升 營收/盈餘應可繼續成長
技術面 日K 看來打了個大底
四月中有出量低點在 56.0
另外長期來說 可能要觀察標籤使用模式的變化
例如像 Amazon 無人商店那種模式
標籤是在貨架上就可以 不用給客人隨著商品拿回家的類型
那可能比起印出標籤 會更偏愛使用 電子紙
4. 進退場機制:(非長期投資者,必須有停損機制)
4987 科誠
以景氣將回升、它會繼續成長為前提
56 以下穩穩存
即使到 70 元以去年谷底的殖利率都還有 5%
短線看景氣不回升、它又衰退回去停損
中長線看電子紙模式興起、沒人要印標籤停損
(近幾年應該還不會)
--
1.發文前請先詳閱[標的]分類發文規範,未依規範發文將受處份。
2.發標的文未充實內文,多空理由不充實者,板規1-1-5或4-4處份
3.進退場機制若非長期投資,請輸入停損價,否則依板規1-1-6處份
4.若為長期投資,但無充份分析理由,將依板規1-1-5處份
4.請依格式輸入內容,未依格式者板規1-1-2砍文處份。
5.分類選填請益或心得者,進退場機制得刪去。
---------------------按ctrl+y可刪除以上內容。----------------------------
1. 標的:
4987 科誠
2. 分類:多/空/請益/心得
中長多
3. 分析/正文:
4987 科誠
股價在低檔 也在可以存的價 (五年平均約 7%)
2015 年起因為 ODM 客戶被併購掉 代工業務下滑
再加上中國市場成長不如預期 營收受到影響
資產報酬率、純益率是連兩年下滑 股價也跟著溜滑梯
但在公司營運調整及擴大業務 逐步擴大東南亞、南亞經銷體系
營收回穩 今年六月營收已有往年高點的水準
接下來景氣若持續回升 營收/盈餘應可繼續成長
技術面 日K 看來打了個大底
四月中有出量低點在 56.0
另外長期來說 可能要觀察標籤使用模式的變化
例如像 Amazon 無人商店那種模式
標籤是在貨架上就可以 不用給客人隨著商品拿回家的類型
那可能比起印出標籤 會更偏愛使用 電子紙
4. 進退場機制:(非長期投資者,必須有停損機制)
4987 科誠
以景氣將回升、它會繼續成長為前提
56 以下穩穩存
即使到 70 元以去年谷底的殖利率都還有 5%
短線看景氣不回升、它又衰退回去停損
中長線看電子紙模式興起、沒人要印標籤停損
(近幾年應該還不會)
--
Tags:
股票
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