《電腦設備》群聯強勢填息75% - 股票

By Olive
at 2017-07-07T09:26
at 2017-07-07T09:26
Table of Contents
1.原文連結:
http://www.chinatimes.com/realtimenews/20170706002510-260410
2.原文內容:
快閃記憶體(NAND Flash)控制晶片解決方案領導廠商─群聯(8299)今日進行除息,每股配
發14元現金股息,早盤最高一度來到363.5元,漲幅近3%、上漲10.5元,填息率達75%,穩
步邁向填息之路。
今年以來,群聯頗獲外資買盤青睞,累計今年至昨日共加碼約2.6萬張,也推升股價一路
緩步走揚,於上月29日創下近9年多以來新高,達382元,而外資的持股水準,也從今年初
的約6成,至今已逾7成。
群聯董事長潘健成先前表示,進入下半年產業旺季,NAND Flash供需情況將更為吃緊,價
格將呈現緩漲態勢,預料缺貨情形將延續到年底。法人預期第2季獲利有望挑戰再締新猷
。
3.心得/評論:
今年營收月增4% 年增6%
Q1毛利30% Q2若維持一樣的毛利
400塊的8299好像快到惹
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