同欣電 長期多 - 股票
By Hedwig
at 2021-01-18T18:24
at 2021-01-18T18:24
Table of Contents
1. 標的: 6271 同欣電
2. 分類: 長期多
3. 分析/正文:
一、去年吃了勝麗,打入車用(封測)市場
同欣電本來是手機用的CIS晶圓測試&重組,主要客戶在中國大陸/歐洲
勝麗是通過認證,主要負責車用CIS封裝測試,主要客戶是美國與日本
現在兩個加起來,算是互補
車用市場認證很花時間,目前台灣也沒幾間
二、去年營業額首度破百億
雖然很大一部分是勝麗的,但不影響兩者1+1>2的組合。
且董事長陳泰銘還說要繼續收購。
尤其現在桃園還在蓋新本部,預計2022Q3可開始生產,未來看好
三、國巨集團的客戶群
陳泰銘在接受訪談時也說過同欣電現在有一部份的客戶群是從國巨那邊轉來的
有個富爸爸果然不一樣。
四、陳泰銘
陳泰銘的紀錄大家應該都比我還清楚,不贅述了
但目前有國巨條款卡著,也有前妻指標,相對安全
雖然這支股票上下震盪的幅度應該會很大,容易被洗下車(可以參考今天早上)
不過長期依然看漲
4. 進退場機制:
長期多
預計可以抱到桃園廠量產前後(2022Q2~Q4)找機會停利or繼續抱
或
看到前妻賣股票的消息
--
2. 分類: 長期多
3. 分析/正文:
一、去年吃了勝麗,打入車用(封測)市場
同欣電本來是手機用的CIS晶圓測試&重組,主要客戶在中國大陸/歐洲
勝麗是通過認證,主要負責車用CIS封裝測試,主要客戶是美國與日本
現在兩個加起來,算是互補
車用市場認證很花時間,目前台灣也沒幾間
二、去年營業額首度破百億
雖然很大一部分是勝麗的,但不影響兩者1+1>2的組合。
且董事長陳泰銘還說要繼續收購。
尤其現在桃園還在蓋新本部,預計2022Q3可開始生產,未來看好
三、國巨集團的客戶群
陳泰銘在接受訪談時也說過同欣電現在有一部份的客戶群是從國巨那邊轉來的
有個富爸爸果然不一樣。
四、陳泰銘
陳泰銘的紀錄大家應該都比我還清楚,不贅述了
但目前有國巨條款卡著,也有前妻指標,相對安全
雖然這支股票上下震盪的幅度應該會很大,容易被洗下車(可以參考今天早上)
不過長期依然看漲
4. 進退場機制:
長期多
預計可以抱到桃園廠量產前後(2022Q2~Q4)找機會停利or繼續抱
或
看到前妻賣股票的消息
--
Tags:
股票
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