9940信義 多 - 股票
By Noah
at 2017-10-11T15:38
at 2017-10-11T15:38
Table of Contents
第一次發標的文,學習一下,有錯請指教
1. 標的:9941信義
2. 分類:多
3. 分析/正文:
Q3 仲介營收
628,702+710,351+662,326=2,047,658
Q3 售屋營收
46,279+3,188,995=3,235,274
參照Q2售屋毛利率約26%估計
預估Q3 EPS約1.4~1.6
加計Q1~Q2 EPS1.91
預估全年EPS約3.5~4元
以今天收盤價33.1來算,PE不到10倍
雖然其中有很大一塊是短期的售屋收入
不過近幾個月仲介月營收均數有比2015, 2016好一點
所以今年房屋成交量應該是變比較好了
感覺可以期待一下
另最近人民幣升值
所以搞不好還會有大陸投資的業外兌益
4. 進退場機制:(非長期投資者,必須有停損機制)
成本31.4~33
停利: 40
停損: 28
但是偏長期投資
應該會控制一下,不會馬上出
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