6234 高僑 多 - 股票
By Dinah
at 2019-10-03T07:27
at 2019-10-03T07:27
Table of Contents
3.分析/正文:
1.基本面:
高僑意外的在今天10/3日一大早就公佈了營收
【公告】高僑 2019年9月合併營收3.53億元 年增347.79%
項目 營業收入淨額
本月 353,103
去年同期 78,854
增減金額 274,249
增減百分比 347.79
本年累計 1,243,027
去年累計 638,858
增減金額 604,169
增減百分比 94.57
備註 本年度業績成長
資料來源: 公開資訊觀測站
.以Q2季報認列來看賺了0.59元,Q3財報應也會非常不錯
.以整體到112年本批標案推估逐年營收及維護費用延伸累加應該會越來越不錯
.潛在商機:
I.雲豹車2.0新標案
https://www.chinatimes.com/realtimenews/20190814003224-260417?chdtv
II.政府政策國鑑國造等軍用設備產業,以目前高僑持續累積的能量以及營業項目來看
似乎有往軍工業發展的趨勢
2.技術/籌碼面:
.本段從25底部上來外資比例增長跟以往不同,多增加了約1300張
108/07/01 6.55% 6,091 上升至
108/10/02 7.9% 7,337
資料來源: https://stock.wearn.com/foreign.asp?Year=108&month=10&kind=6234
.三五日線上升,各均線彎頭朝上
.內部人持股也一直提升
期 間 持有張數 較前月增減 占股份總額
10808 16,153 0.9121% 17.39%
10807 16,007 0.4518% 17.24%
10806 15,935 -2.7345% 17.16%
.100張以下或個位數股東此兩個月減少 大股東比例增加
4.進退場機制:
.維持原看法,可依照上升趨勢自行調節
.繃繃爽哥別再繃繃爽了,有點難熬XD
※ 引述《Cirson (神盾局-長頸鹿)》之銘言:
: 1. 標的:高僑 6234 多
: 2. 分類:多
: 3. 分析/正文:
: 基本面:
: 1.國人自製「雲豹8輪甲車」總預算為45億7千多萬元,
: 以「最有利標」的方式購置280套的「動力底盤系統」,
: 2018年5月24日由高僑公司得標,平均每套價金為1630萬元,
: 第1批的30套已在今年2月27日交貨。國防部軍備局披露,
: 第2批的39套價值6.357億元,將在本月15日交付。
: 2.今年量產撥交陸軍26輛、憲兵指揮部6輛,其餘252輛則於109-112年分年部署。
: 3.參考資料https://udn.com/news/story/10930/3848256
: 4.除本業未認列雲豹車前今年已成長20%外,認列收入後營收利益可望持續成長。
: 技術面:
: 1.目前前高27.60拉回整理了好一陣子,在5月大盤跌八百點很有支撐,有望再挑戰前高
: 2.macd及各種指標型態很漂亮
: 籌碼面:
: 主要卷商沒跑,特定分點持續收貨
: 短期目標價先看30元
: 中長期80元 (如果可以的話.三年內沒有停利必要)
: 4. 進退場機制:(非長期投資者,必須有停損機制)
: 進場:27
: 退場:大量破25
--
1.基本面:
高僑意外的在今天10/3日一大早就公佈了營收
【公告】高僑 2019年9月合併營收3.53億元 年增347.79%
項目 營業收入淨額
本月 353,103
去年同期 78,854
增減金額 274,249
增減百分比 347.79
本年累計 1,243,027
去年累計 638,858
增減金額 604,169
增減百分比 94.57
備註 本年度業績成長
資料來源: 公開資訊觀測站
.以Q2季報認列來看賺了0.59元,Q3財報應也會非常不錯
.以整體到112年本批標案推估逐年營收及維護費用延伸累加應該會越來越不錯
.潛在商機:
I.雲豹車2.0新標案
https://www.chinatimes.com/realtimenews/20190814003224-260417?chdtv
II.政府政策國鑑國造等軍用設備產業,以目前高僑持續累積的能量以及營業項目來看
似乎有往軍工業發展的趨勢
2.技術/籌碼面:
.本段從25底部上來外資比例增長跟以往不同,多增加了約1300張
108/07/01 6.55% 6,091 上升至
108/10/02 7.9% 7,337
資料來源: https://stock.wearn.com/foreign.asp?Year=108&month=10&kind=6234
.三五日線上升,各均線彎頭朝上
.內部人持股也一直提升
期 間 持有張數 較前月增減 占股份總額
10808 16,153 0.9121% 17.39%
10807 16,007 0.4518% 17.24%
10806 15,935 -2.7345% 17.16%
.100張以下或個位數股東此兩個月減少 大股東比例增加
4.進退場機制:
.維持原看法,可依照上升趨勢自行調節
.繃繃爽哥別再繃繃爽了,有點難熬XD
※ 引述《Cirson (神盾局-長頸鹿)》之銘言:
: 1. 標的:高僑 6234 多
: 2. 分類:多
: 3. 分析/正文:
: 基本面:
: 1.國人自製「雲豹8輪甲車」總預算為45億7千多萬元,
: 以「最有利標」的方式購置280套的「動力底盤系統」,
: 2018年5月24日由高僑公司得標,平均每套價金為1630萬元,
: 第1批的30套已在今年2月27日交貨。國防部軍備局披露,
: 第2批的39套價值6.357億元,將在本月15日交付。
: 2.今年量產撥交陸軍26輛、憲兵指揮部6輛,其餘252輛則於109-112年分年部署。
: 3.參考資料https://udn.com/news/story/10930/3848256
: 4.除本業未認列雲豹車前今年已成長20%外,認列收入後營收利益可望持續成長。
: 技術面:
: 1.目前前高27.60拉回整理了好一陣子,在5月大盤跌八百點很有支撐,有望再挑戰前高
: 2.macd及各種指標型態很漂亮
: 籌碼面:
: 主要卷商沒跑,特定分點持續收貨
: 短期目標價先看30元
: 中長期80元 (如果可以的話.三年內沒有停利必要)
: 4. 進退場機制:(非長期投資者,必須有停損機制)
: 進場:27
: 退場:大量破25
--
Tags:
股票
All Comments
By Susan
at 2019-10-06T01:23
at 2019-10-06T01:23
By Mary
at 2019-10-09T06:58
at 2019-10-09T06:58
By Kama
at 2019-10-13T18:06
at 2019-10-13T18:06
By Genevieve
at 2019-10-18T12:27
at 2019-10-18T12:27
By Elma
at 2019-10-23T06:38
at 2019-10-23T06:38
By Daph Bay
at 2019-10-27T05:43
at 2019-10-27T05:43
By Michael
at 2019-10-27T10:53
at 2019-10-27T10:53
By Daniel
at 2019-10-29T11:59
at 2019-10-29T11:59
By Hedda
at 2019-10-30T00:13
at 2019-10-30T00:13
By Dora
at 2019-11-03T04:27
at 2019-11-03T04:27
By Hedda
at 2019-11-06T19:28
at 2019-11-06T19:28
By Frederica
at 2019-11-09T07:54
at 2019-11-09T07:54
By Elma
at 2019-11-11T23:53
at 2019-11-11T23:53
By Odelette
at 2019-11-14T11:44
at 2019-11-14T11:44
By Elma
at 2019-11-18T11:42
at 2019-11-18T11:42
By Dinah
at 2019-11-21T02:37
at 2019-11-21T02:37
By Michael
at 2019-11-21T14:08
at 2019-11-21T14:08
By Puput
at 2019-11-25T09:16
at 2019-11-25T09:16
By Tracy
at 2019-11-27T22:35
at 2019-11-27T22:35
By Carolina Franco
at 2019-11-29T15:17
at 2019-11-29T15:17
By Una
at 2019-11-29T16:30
at 2019-11-29T16:30
By Sierra Rose
at 2019-11-30T01:43
at 2019-11-30T01:43
By Kyle
at 2019-12-03T17:24
at 2019-12-03T17:24
By Rebecca
at 2019-12-04T21:26
at 2019-12-04T21:26
By Lily
at 2019-12-05T22:11
at 2019-12-05T22:11
By Una
at 2019-12-06T02:01
at 2019-12-06T02:01
By Poppy
at 2019-12-10T22:51
at 2019-12-10T22:51
By Ingrid
at 2019-12-11T07:44
at 2019-12-11T07:44
By Rosalind
at 2019-12-12T22:00
at 2019-12-12T22:00
By Agatha
at 2019-12-15T14:30
at 2019-12-15T14:30
By Mason
at 2019-12-18T02:46
at 2019-12-18T02:46
By Hedy
at 2019-12-19T02:34
at 2019-12-19T02:34
By Zanna
at 2019-12-20T13:22
at 2019-12-20T13:22
By Edward Lewis
at 2019-12-22T20:56
at 2019-12-22T20:56
By Quintina
at 2019-12-24T21:26
at 2019-12-24T21:26
By Wallis
at 2019-12-27T20:08
at 2019-12-27T20:08
By Oliver
at 2019-12-31T04:01
at 2019-12-31T04:01
By Agatha
at 2020-01-01T16:10
at 2020-01-01T16:10
By Selena
at 2020-01-04T03:46
at 2020-01-04T03:46
By Charlie
at 2020-01-06T13:32
at 2020-01-06T13:32
By Frederica
at 2020-01-09T00:10
at 2020-01-09T00:10
By Mia
at 2020-01-12T03:23
at 2020-01-12T03:23
By Joseph
at 2020-01-14T19:04
at 2020-01-14T19:04
By Aaliyah
at 2020-01-17T14:13
at 2020-01-17T14:13
By Quanna
at 2020-01-22T11:55
at 2020-01-22T11:55
By Candice
at 2020-01-26T13:11
at 2020-01-26T13:11
By Isla
at 2020-01-28T01:32
at 2020-01-28T01:32
By Margaret
at 2020-02-01T02:08
at 2020-02-01T02:08
By Mia
at 2020-02-02T08:20
at 2020-02-02T08:20
By Jessica
at 2020-02-06T05:35
at 2020-02-06T05:35
By Harry
at 2020-02-10T01:38
at 2020-02-10T01:38
By Erin
at 2020-02-14T07:55
at 2020-02-14T07:55
By Gary
at 2020-02-14T10:02
at 2020-02-14T10:02
By Jake
at 2020-02-15T06:27
at 2020-02-15T06:27
By Ophelia
at 2020-02-18T16:00
at 2020-02-18T16:00
By Kristin
at 2020-02-18T23:49
at 2020-02-18T23:49
By Hedwig
at 2020-02-19T18:18
at 2020-02-19T18:18
By Madame
at 2020-02-22T15:24
at 2020-02-22T15:24
By Sierra Rose
at 2020-02-26T20:39
at 2020-02-26T20:39
By Kama
at 2020-02-28T10:21
at 2020-02-28T10:21
By Michael
at 2020-03-01T11:24
at 2020-03-01T11:24
By Michael
at 2020-03-05T12:36
at 2020-03-05T12:36
By Hazel
at 2020-03-08T15:38
at 2020-03-08T15:38
By Bennie
at 2020-03-10T13:49
at 2020-03-10T13:49
By Genevieve
at 2020-03-15T08:45
at 2020-03-15T08:45
By Blanche
at 2020-03-15T23:48
at 2020-03-15T23:48
By Ina
at 2020-03-16T12:03
at 2020-03-16T12:03
By Emma
at 2020-03-16T17:28
at 2020-03-16T17:28
By Brianna
at 2020-03-20T09:00
at 2020-03-20T09:00
By Aaliyah
at 2020-03-23T04:20
at 2020-03-23T04:20
By Todd Johnson
at 2020-03-24T10:14
at 2020-03-24T10:14
By Kumar
at 2020-03-27T15:29
at 2020-03-27T15:29
By Regina
at 2020-03-31T08:54
at 2020-03-31T08:54
By Aaliyah
at 2020-04-03T11:56
at 2020-04-03T11:56
By Elma
at 2020-04-04T10:24
at 2020-04-04T10:24
By Blanche
at 2020-04-05T02:55
at 2020-04-05T02:55
By Skylar DavisLinda
at 2020-04-08T18:45
at 2020-04-08T18:45
By Agnes
at 2020-04-12T06:34
at 2020-04-12T06:34
By Eartha
at 2020-04-14T22:51
at 2020-04-14T22:51
By Caroline
at 2020-04-16T10:00
at 2020-04-16T10:00
By Margaret
at 2020-04-18T02:30
at 2020-04-18T02:30
By Agnes
at 2020-04-21T12:46
at 2020-04-21T12:46
By Ida
at 2020-04-22T19:43
at 2020-04-22T19:43
By Andrew
at 2020-04-24T19:56
at 2020-04-24T19:56
By Damian
at 2020-04-28T04:23
at 2020-04-28T04:23
By Frederic
at 2020-05-03T00:44
at 2020-05-03T00:44
By Olga
at 2020-05-06T16:05
at 2020-05-06T16:05
By Hazel
at 2020-05-07T21:15
at 2020-05-07T21:15
By Hazel
at 2020-05-08T01:10
at 2020-05-08T01:10
By Sierra Rose
at 2020-05-11T13:54
at 2020-05-11T13:54
By Charlie
at 2020-05-14T20:41
at 2020-05-14T20:41
By Carolina Franco
at 2020-05-15T23:06
at 2020-05-15T23:06
By Frederic
at 2020-05-19T20:26
at 2020-05-19T20:26
By Cara
at 2020-05-20T19:43
at 2020-05-20T19:43
By Hardy
at 2020-05-23T04:03
at 2020-05-23T04:03
By Edward Lewis
at 2020-05-25T09:10
at 2020-05-25T09:10
By Sierra Rose
at 2020-05-29T22:33
at 2020-05-29T22:33
By Carol
at 2020-06-01T15:34
at 2020-06-01T15:34
By Quanna
at 2020-06-04T19:53
at 2020-06-04T19:53
By Ursula
at 2020-06-06T12:00
at 2020-06-06T12:00
By Harry
at 2020-06-09T14:11
at 2020-06-09T14:11
By Candice
at 2020-06-09T20:20
at 2020-06-09T20:20
By Olivia
at 2020-06-13T01:23
at 2020-06-13T01:23
By Oscar
at 2020-06-13T12:25
at 2020-06-13T12:25
By Selena
at 2020-06-15T00:11
at 2020-06-15T00:11
By Brianna
at 2020-06-18T01:44
at 2020-06-18T01:44
By Hazel
at 2020-06-22T19:50
at 2020-06-22T19:50
By Valerie
at 2020-06-25T07:51
at 2020-06-25T07:51
By Tracy
at 2020-06-28T06:03
at 2020-06-28T06:03
By Lauren
at 2020-06-29T14:05
at 2020-06-29T14:05
By Bennie
at 2020-07-01T23:49
at 2020-07-01T23:49
By Freda
at 2020-07-03T18:39
at 2020-07-03T18:39
By Jacob
at 2020-07-08T07:47
at 2020-07-08T07:47
By Yedda
at 2020-07-13T04:13
at 2020-07-13T04:13
By Andy
at 2020-07-14T07:30
at 2020-07-14T07:30
By Sarah
at 2020-07-19T00:45
at 2020-07-19T00:45
By Suhail Hany
at 2020-07-23T05:47
at 2020-07-23T05:47
By Daniel
at 2020-07-24T18:16
at 2020-07-24T18:16
By Joe
at 2020-07-25T21:28
at 2020-07-25T21:28
By Sarah
at 2020-07-27T07:04
at 2020-07-27T07:04
By Kristin
at 2020-07-30T13:57
at 2020-07-30T13:57
By Daniel
at 2020-07-31T07:37
at 2020-07-31T07:37
By Joe
at 2020-08-02T19:34
at 2020-08-02T19:34
By Blanche
at 2020-08-03T13:02
at 2020-08-03T13:02
By Freda
at 2020-08-07T19:46
at 2020-08-07T19:46
By Emma
at 2020-08-10T16:38
at 2020-08-10T16:38
By Hedda
at 2020-08-13T05:11
at 2020-08-13T05:11
By Kumar
at 2020-08-13T16:13
at 2020-08-13T16:13
Related Posts
大盤 S級空
By Queena
at 2019-10-03T06:59
at 2019-10-03T06:59
WTO裁決通過 同意美國向75億美元歐盟產品加徵關稅
By Cara
at 2019-10-03T06:18
at 2019-10-03T06:18
看書看到很多矛盾處
By Edwina
at 2019-10-03T03:19
at 2019-10-03T03:19
小摩喊進台積:絕不會太貴
By Iris
at 2019-10-03T02:17
at 2019-10-03T02:17
美再出招 擬禁投資大陸股債
By Elvira
at 2019-10-03T00:22
at 2019-10-03T00:22