京城銀戴董掛保證明年股利 至少有1.5元 - 股票
By Rae
at 2020-08-04T21:24
at 2020-08-04T21:24
Table of Contents
1.原文連結:
https://ctee.com.tw/news/stock/312976.html
2.原文內容:
由於三月底之後資本市場回穩,京城銀台股投資及海外債券投資兩得利,因此戴誠志在今
日法說會上指出,明年現金股息至少會有1.5元以上的水準。
京城銀因為股匯債在七月份的處份利得貢獻4.3億,相當於一個月的單月獲利,七月份最
新獲利為6.12億,佔比超過三分之二。對於下半年台股部位,戴誠志仍持續看好,並認為
受到美國總統大選的影響有限。目前京城銀台股部位雖已實現部分處份利得,但仍保有一
定的台積電部位,之後將伺機再進場加碼。
京城銀財務部協理吳至人形容:
「台積電是護國神山,京城銀一定會保留一定的部位全部賣。」
京城銀的台股部位從最高40多億,現在因為處份利得實現而降至30多億,未來還會
再伺機逢低補貨,戴誠志即指出,台積電近來雖回檔,但對台積電後市仍看好:「不僅是
台灣的台積電,也是世界的台積電。」
戴誠志也指出,即使手上沒有股票的國人,其勞退、勞保基金在台股的投資效益,也和他
們退休生活的保障息息相關,因此台股指數表現很重要,目前台灣因為疫穩處理,台股穩
定站上12,000多點的水準,他亦看好台股後市表現。
3.心得/評論:
京城銀 2020年7月合併營收10.95億元 年增45.66%
太神了 ALL IN 台GG
各位喜歡看貓咪影片的戴夫
就跟著銀行界投資高手 史帝夫*京城銀 一起吃香喝辣
--
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