6185 幃翔 - 股票

By Liam
at 2018-03-11T14:28
at 2018-03-11T14:28
Table of Contents
1. 標的:
6185 幃翔
2. 分類:多/空/請益/心得
多
3. 分析/正文:
目前股價在低檔 也在可以存的價 (近五年平均看約 8%)
做各種連接器 非常穩健的公司
2000 年至今年年賺錢配息
現金流量出色, 手上現金近一個股本, 負債也不高,
營收非常看景氣, 但基本上只有 賺 很賺 超級賺 的差別
近期發展方向是
工業用設備
車載視聽設備
網通設備
等電子產品相關連接器
今年一月營收大幅年增 二月遇農曆年小幅年減,
整體來看比去年好
可以期待
工業相關 - 各電子廠/傳產 擴產/擴廠/搞自動化
車載視聽 - 景氣轉好 車市回溫
網通設備 - 5G 佈建相關設備 及之後手機換機潮 (I/O 連接器)
Ref https://www.udn.com/news/story/7240/3023390
4. 進退場機制:(非長期投資者,必須有停損機制)
21 以下穩穩存 長抱領息不停損
26~31+ 可考慮停利換股
--
Tags:
股票
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at 2018-03-11T14:18
金控股息衝新高 估發出1600億現金

By Edward Lewis
at 2018-03-11T14:16
at 2018-03-11T14:16
升息循環是不是不該買REIT?

By Puput
at 2018-03-11T14:02
at 2018-03-11T14:02
美股大漲助攻 台股本週再戰11000點大關

By Tom
at 2018-03-11T12:41
at 2018-03-11T12:41