6743 安普新 多 - 股票
By Caitlin
at 2020-11-26T12:00
at 2020-11-26T12:00
Table of Contents
1. 標的:6743安普新
2. 分類:多
3. 分析/正文:
Hi大家好,我是屄哥卡森大表哥。
上次彼得把慾女太太即掰就開後,發現原來她是我們的亂室嘉人+<><桑。她打房打進
彼得的心房,順便把心房打成了至死不魚的愛,彼得也順利轉職成了Nick。變成白頭髮的
Nick絕對不能放過這個骯Pussy,Nick決定來大吸一口。反正吸完再打性症院的統編03722
403,給各位表弟出錢就好。
基本面 :
骯PUSSY主要業務為電競耳機,全球前八大的電競耳機中,有六家是骯PUSSY的客戶,包括
了全美市占率有45%的Turtle Beachㄊ偷賤人(這也是Xbox、PS5等遊戲機的概念股) 。還
有PC耳機大廠羅技也是。
再加上切入TWS(真無線藍芽耳機)業務,估計明年TWS貢獻的營收將由原本的不到10%噴發
至35-40%。
保守估計今年營收大概50-60億左右。而明年在新建的越南廠開始貢獻營收後,營收可望
翻倍。
同類型的耳機製造概念股為美國律師(2439),美國律師主要吃蘋果的單,所以毛利一直不
高,大概12-14%左右。(大概只有骯Pussy的一半)。
骯Pussy的口碑,行家都知道,是專業搶單的,許多紅色供應鏈都拜倒在此髒貓的石榴裙
之下了。可以搶單搶到毛利率還有25-28%,是非常難得的。
https://reurl.cc/N6mGon
基本面結論 - 表哥估計骯Pussy明年的EPS可以有15-16左右(已算入增資10%),而美律的
本益比大概都15-25左右,算最差的15就好,骯Pussy現在的股價絕對是嚴重低估的。
技術面 :
低不破前低,高過前高,現在24-26競標壓價期間,量縮價穩,入手好時機。
https://i.imgur.com/chdJSil.jpg
投機面 :
目前骯PUSSY在1124-1126為競標期間,以下附上今年大家記憶猶新的汎德、藏壽司的競標
期間、得標價格、溢價情形。
https://ibb.co/mtNJQbY
先說結論,在競標期間,是股價被壓低好入手的時機(因為要是被推得太高,競標價格就
得再提高)有興趣的人可以去對比競標期間的股價跟開標後的股價情形。藏壽司就是在開
標後至公開申購期間,開飆上天價325.5元的。
所以表哥估計在骯PUSSY開標日後至公開申購期間,會有一大段飆幅,表弟妹趕緊開腥入
手。
口號面 :
骯Pussy,大口吸。
https://i.imgur.com/t9g0iR1.jpg
03722403,你疝氣,餓餓死你桑。
刷起來!
附上友人給的法說會照片
https://i.imgur.com/zJytwNN.jpg
4. 進退場機制:(非長期投資者,必須有停損機制)
進 : 看到文章猶豫3分鐘後趕快買
退 :
大口吸一波0+3+7+2+2+4+0+3 % 後停利。
公開申購承銷價100元,跌破停損 (BUT not going to fly)。
--
2. 分類:多
3. 分析/正文:
Hi大家好,我是屄哥卡森大表哥。
上次彼得把慾女太太即掰就開後,發現原來她是我們的亂室嘉人+<><桑。她打房打進
彼得的心房,順便把心房打成了至死不魚的愛,彼得也順利轉職成了Nick。變成白頭髮的
Nick絕對不能放過這個骯Pussy,Nick決定來大吸一口。反正吸完再打性症院的統編03722
403,給各位表弟出錢就好。
基本面 :
骯PUSSY主要業務為電競耳機,全球前八大的電競耳機中,有六家是骯PUSSY的客戶,包括
了全美市占率有45%的Turtle Beachㄊ偷賤人(這也是Xbox、PS5等遊戲機的概念股) 。還
有PC耳機大廠羅技也是。
再加上切入TWS(真無線藍芽耳機)業務,估計明年TWS貢獻的營收將由原本的不到10%噴發
至35-40%。
保守估計今年營收大概50-60億左右。而明年在新建的越南廠開始貢獻營收後,營收可望
翻倍。
同類型的耳機製造概念股為美國律師(2439),美國律師主要吃蘋果的單,所以毛利一直不
高,大概12-14%左右。(大概只有骯Pussy的一半)。
骯Pussy的口碑,行家都知道,是專業搶單的,許多紅色供應鏈都拜倒在此髒貓的石榴裙
之下了。可以搶單搶到毛利率還有25-28%,是非常難得的。
https://reurl.cc/N6mGon
基本面結論 - 表哥估計骯Pussy明年的EPS可以有15-16左右(已算入增資10%),而美律的
本益比大概都15-25左右,算最差的15就好,骯Pussy現在的股價絕對是嚴重低估的。
技術面 :
低不破前低,高過前高,現在24-26競標壓價期間,量縮價穩,入手好時機。
https://i.imgur.com/chdJSil.jpg
投機面 :
目前骯PUSSY在1124-1126為競標期間,以下附上今年大家記憶猶新的汎德、藏壽司的競標
期間、得標價格、溢價情形。
https://ibb.co/mtNJQbY
先說結論,在競標期間,是股價被壓低好入手的時機(因為要是被推得太高,競標價格就
得再提高)有興趣的人可以去對比競標期間的股價跟開標後的股價情形。藏壽司就是在開
標後至公開申購期間,開飆上天價325.5元的。
所以表哥估計在骯PUSSY開標日後至公開申購期間,會有一大段飆幅,表弟妹趕緊開腥入
手。
口號面 :
骯Pussy,大口吸。
https://i.imgur.com/t9g0iR1.jpg
03722403,你疝氣,餓餓死你桑。
刷起來!
附上友人給的法說會照片
https://i.imgur.com/zJytwNN.jpg
4. 進退場機制:(非長期投資者,必須有停損機制)
進 : 看到文章猶豫3分鐘後趕快買
退 :
大口吸一波0+3+7+2+2+4+0+3 % 後停利。
公開申購承銷價100元,跌破停損 (BUT not going to fly)。
--
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