可寧衛 - 股票QA

By Anonymous
at 2023-06-20T16:51
at 2023-06-20T16:51
Table of Contents
1. 標的: 8422 可寧衛
2. 分類:多
3. 分析/正文:
大家好 韭A我很久沒發文了
可寧衛
台灣環工三雄之一 (崑鼎 日友 可寧衛)
事業廢棄物的龍頭
"你們想的到政府單位以及一線半導體廠 都是他的客戶"
強大的護城河跟穩定收益
這支的優點
近10年每年配息約10元 殖利率約5-6%上下 且每年填息(去年很久才填就是)
也有切入近期的綠能題材---"碳捕捉題材"(子公司 6923 中台資資源 )/太陽能發電
"""碳排交易所預計將於7月底掛牌 他是有機會被炒作的""""
該公司也有強大的標案經驗 高雄煉油廠的標案最近公告 他們之前拿下 若再次拿下 搭配
中台今年的成長
成長性很可以期待
去年一整年EPS 12.33 本益比長年在15倍上下
炒作時有到20-23倍
近期毛利率維持穩定40%~42上下
營收目前累計年增10%上下
個人覺得200-270是他的"合理估值"
2021年底那一波從10月180左右吵到251是投信炒得 當時投信只尻的12XX多張就噴了40%
從上禮拜五投信尻入400張 6/19又尻了499張
今天又尻了509張
我認為短線會有一波很不錯的行情可以餐與
7/6要除息 還有約2週時間可以參與
技術面剛突破前高 持續穩定帶量上攻
大盤有一種要休息回檔的感覺 做空怕被嘎
做多怕短套 買這種牛股當避險感覺不錯
套牢就攤平當存股
4. 進退場機制:
停利:即刻進場 250前高附近開始減碼
停損:若長黑破月線先走 若回到月線有撐加碼
奈米單手癢進的 就不秀單了
補充一下
覺得漲多了就不要進 我也沒有需要抬轎 部位很小 這隻很牛 喜歡訂盤的會想睡覺
我本意是避險 然後不想空手而已
--
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