6171 亞銳士 多 - 股票

By Margaret
at 2019-08-16T21:15
at 2019-08-16T21:15
Table of Contents
1. 標的:6171 亞銳士
2. 分類:多
3. 分析/正文:
這支個人在6/12曾經發過標的,當時股價12.4元,對照今天收盤19.7元,漲幅達到58.8%,
個人原先設定的目標價18元已經達成,先恭禧有跟單的朋友,要獲利出清或繼續持有都可
,個人規劃是持續持有,如果沒有持有想要買請自行評估,個人持有的原因主要是建案
及公司規劃、未來發展明確,而下面是跟據第二季財報資料所做的更新。
第二季財報追踨更新,附上明年四個建案的精算表。
https://i.imgur.com/piDfIG3.png
本精算表為個人搜集而來的資料,資料來源來自財報、重訊、新聞、親自至接待中心、並且
問過發言人,所有數字可能與實際存在差異。
目前個人預估在今年第二季,已售EPS已經來到3.28,個人預估在第3季12月滿及10月時四
月泊樂開賣,那後續已簽合約會陸續增加。根據上面的資料,預估到2021年淨值會提升到24
.74,2020預估的EPS有可能來到5-6元這個區間。
https://i.imgur.com/ziSyY7H.png
這一季最大的亮點為今年買進的碧柳段土地,已列入在建明細,筆者有致電發言人做初
步的了解,該案公司已經著手在規劃,並且已送出建照申請,在建照申請下來後,該案就
會公開,可以注意該案後續發展。
筆者有提到說,最近台中出現不少大城廣告,廣告為好事集大城,建案地點同樣在碧柳段
,根據筆者自已的了解,大城建設本身在該地有二筆土地,廣告是否跟公司的碧柳段相
關,發言人說,這是一種廣告的手法,待建照申請下來,請在關注公司後續的公告及發展。
如果熟悉台中的人,就會知道碧柳段未來會是相當好的建案地點,隨著明後年台中捷運開通
,該土地距離捷運只有5-600公尺,可以吃到捷運紅利,另外附近也要開第二間Costco,對
於當地的建案銷售有相當的吸引力,有望成為未來台中建案銷售的熱點,筆者預估,該案
的土地成本大約在5.58億元左右,未來推案的規模,應該在15-18億這個區間,如果未來完
銷預估會帶來EPS:4元左右,該案筆者認為可能的完工期間在2022年,這樣公司在未來三
年將會有非常明確的建案規劃,而有望在2022年淨值提升到28元左右,具有相
當的潛力。
最近亞銳士漲的比較多,雖然本人一樣看好,但是還是要告訴大家,短線急漲且量少的股
票買賣需要非常小心,量少的股票需要的是時間與耐心,另外最重要的是,亞銳士本身建
案要認列,最快也要明年三月,買賣時需特別注意,非長投買賣請小心。
負責聲明:所有分享純屬個人心得,非作為或被視為買入或出售標的邀請或意向,買入或
出售請自為判斷並負風險及盈虧,謝謝!!
4. 進退場機制:跌回起漲點12.4停損,預估24以後移動停利。
--
2. 分類:多
3. 分析/正文:
這支個人在6/12曾經發過標的,當時股價12.4元,對照今天收盤19.7元,漲幅達到58.8%,
個人原先設定的目標價18元已經達成,先恭禧有跟單的朋友,要獲利出清或繼續持有都可
,個人規劃是持續持有,如果沒有持有想要買請自行評估,個人持有的原因主要是建案
及公司規劃、未來發展明確,而下面是跟據第二季財報資料所做的更新。
第二季財報追踨更新,附上明年四個建案的精算表。
https://i.imgur.com/piDfIG3.png
本精算表為個人搜集而來的資料,資料來源來自財報、重訊、新聞、親自至接待中心、並且
問過發言人,所有數字可能與實際存在差異。
目前個人預估在今年第二季,已售EPS已經來到3.28,個人預估在第3季12月滿及10月時四
月泊樂開賣,那後續已簽合約會陸續增加。根據上面的資料,預估到2021年淨值會提升到24
.74,2020預估的EPS有可能來到5-6元這個區間。
https://i.imgur.com/ziSyY7H.png
這一季最大的亮點為今年買進的碧柳段土地,已列入在建明細,筆者有致電發言人做初
步的了解,該案公司已經著手在規劃,並且已送出建照申請,在建照申請下來後,該案就
會公開,可以注意該案後續發展。
筆者有提到說,最近台中出現不少大城廣告,廣告為好事集大城,建案地點同樣在碧柳段
,根據筆者自已的了解,大城建設本身在該地有二筆土地,廣告是否跟公司的碧柳段相
關,發言人說,這是一種廣告的手法,待建照申請下來,請在關注公司後續的公告及發展。
如果熟悉台中的人,就會知道碧柳段未來會是相當好的建案地點,隨著明後年台中捷運開通
,該土地距離捷運只有5-600公尺,可以吃到捷運紅利,另外附近也要開第二間Costco,對
於當地的建案銷售有相當的吸引力,有望成為未來台中建案銷售的熱點,筆者預估,該案
的土地成本大約在5.58億元左右,未來推案的規模,應該在15-18億這個區間,如果未來完
銷預估會帶來EPS:4元左右,該案筆者認為可能的完工期間在2022年,這樣公司在未來三
年將會有非常明確的建案規劃,而有望在2022年淨值提升到28元左右,具有相
當的潛力。
最近亞銳士漲的比較多,雖然本人一樣看好,但是還是要告訴大家,短線急漲且量少的股
票買賣需要非常小心,量少的股票需要的是時間與耐心,另外最重要的是,亞銳士本身建
案要認列,最快也要明年三月,買賣時需特別注意,非長投買賣請小心。
負責聲明:所有分享純屬個人心得,非作為或被視為買入或出售標的邀請或意向,買入或
出售請自為判斷並負風險及盈虧,謝謝!!
4. 進退場機制:跌回起漲點12.4停損,預估24以後移動停利。
--
Tags:
股票
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