9802 鈺齊-KY - 股票
By Anonymous
at 2021-03-02T14:28
at 2021-03-02T14:28
Table of Contents
1. 標的:9802 鈺齊-KY
2. 分類:多
3. 分析/正文:
製鞋三雄之一,跟其他二雄差別在於戶外鞋比重較高,
在營收規模不及其他二者的情形是靠戶外鞋的高毛利提升獲利。
跟上次的漢翔一樣,其實不是針對這支,是整個鞋類族群都要多了。
4. 進退場機制:
選這支只是今天跌破上升的月線有買點。
目前三大廠的營收 + 美國鞋類進口持續復甦,靜待二三季的產業旺季。
今日小買一張,營收不如預期出場。
https://imgur.com/a/peqKhoO
--
2. 分類:多
3. 分析/正文:
製鞋三雄之一,跟其他二雄差別在於戶外鞋比重較高,
在營收規模不及其他二者的情形是靠戶外鞋的高毛利提升獲利。
跟上次的漢翔一樣,其實不是針對這支,是整個鞋類族群都要多了。
4. 進退場機制:
選這支只是今天跌破上升的月線有買點。
目前三大廠的營收 + 美國鞋類進口持續復甦,靜待二三季的產業旺季。
今日小買一張,營收不如預期出場。
https://imgur.com/a/peqKhoO
--
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