國巨2327 多,等待資金歸位。 - 股票
By Margaret
at 2020-07-08T18:47
at 2020-07-08T18:47
Table of Contents
-------------------------------------------------------------------------
1.發文前請先詳閱[標的]分類發文規範,未依規範發文將受處份。
2.發標的文未充實內文,多空理由不充實者,板規1-1-5或4-4處份
3.進退場機制若非長期投資,請輸入停損價,否則依板規1-1-6處份
4.若為長期投資,但無充份分析理由,將依板規1-1-5處份
4.請依格式輸入內容,未依格式者板規1-1-2砍文處份。
5.分類選填請益或心得者,進退場機制得刪去。
---------------------按ctrl+y可刪除以上內容。----------------------------
1. 標的:國巨 2327
2. 分類:多
3.分析/正文:
a.基本面:國巨
第一季eps5.51元,第二季推估在7-8元左右,第三季後七月開始認列併購基美之營收及獲
利,全年預估獲利應可優於去年獲利,併購基美後,由於國巨與基美之產品為高度互補性
,應可避免掉產業景氣循環之波動。
b.技術面:大盤從3月8523至今已過12200,國巨仍在半山腰,處區間震盪格局,惟7/6
小根紅棒可能是打破國巨盤整格局改為往上表態的重要一棋,
原因如下:
b1:打到布林通道下緣止跌
b2:下個月將公布新國巨的營收(含基美)
基於以上原因,可能國巨股價371已是不會破的點位。
c.籌碼面:爛到爆,三大法人均站在賣方,融資持續增加;這個剛好是另外的利多,因為
目前三大法人也賣不下去,就當測支撐;當外資、投信歸隊時國巨股價必創2月前波高點
。
d.大盤與國巨:大盤的本益比跟國巨目前的本益比,明顯大盤本益比較高;惟國巨併購基
美是否能帶動新國巨的本益比,不然國巨為何以500億去購買基美,股價可以拭目以待,
大概在這個月內可以揭曉。
4. 進退場機制:(非長期投資者,必須有停損機制)
進場:目前平均價格以391購買國巨,這幾天會在加碼。
退場:跌破370以下。
未來合理價格500摳以上。
--
1.發文前請先詳閱[標的]分類發文規範,未依規範發文將受處份。
2.發標的文未充實內文,多空理由不充實者,板規1-1-5或4-4處份
3.進退場機制若非長期投資,請輸入停損價,否則依板規1-1-6處份
4.若為長期投資,但無充份分析理由,將依板規1-1-5處份
4.請依格式輸入內容,未依格式者板規1-1-2砍文處份。
5.分類選填請益或心得者,進退場機制得刪去。
---------------------按ctrl+y可刪除以上內容。----------------------------
1. 標的:國巨 2327
2. 分類:多
3.分析/正文:
a.基本面:國巨
第一季eps5.51元,第二季推估在7-8元左右,第三季後七月開始認列併購基美之營收及獲
利,全年預估獲利應可優於去年獲利,併購基美後,由於國巨與基美之產品為高度互補性
,應可避免掉產業景氣循環之波動。
b.技術面:大盤從3月8523至今已過12200,國巨仍在半山腰,處區間震盪格局,惟7/6
小根紅棒可能是打破國巨盤整格局改為往上表態的重要一棋,
原因如下:
b1:打到布林通道下緣止跌
b2:下個月將公布新國巨的營收(含基美)
基於以上原因,可能國巨股價371已是不會破的點位。
c.籌碼面:爛到爆,三大法人均站在賣方,融資持續增加;這個剛好是另外的利多,因為
目前三大法人也賣不下去,就當測支撐;當外資、投信歸隊時國巨股價必創2月前波高點
。
d.大盤與國巨:大盤的本益比跟國巨目前的本益比,明顯大盤本益比較高;惟國巨併購基
美是否能帶動新國巨的本益比,不然國巨為何以500億去購買基美,股價可以拭目以待,
大概在這個月內可以揭曉。
4. 進退場機制:(非長期投資者,必須有停損機制)
進場:目前平均價格以391購買國巨,這幾天會在加碼。
退場:跌破370以下。
未來合理價格500摳以上。
--
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