大成鋼 多 (2027) - 股票
By Andrew
at 2021-05-10T09:39
at 2021-05-10T09:39
Table of Contents
1. 標的：大成鋼 (2027)
2. 分類：多
3. 分析/正文：
扣件20%、不鏽鋼及鋁製品80%
(其中不鏽鋼佔40%，鋁製品佔60%)
5月毛利依序約為40%/28%/28% 混合毛利30%
Q2: 營收單季250億 毛利75億 費用20億 稅率25% 淨利41.25億 單季EPS NT$2.5
目前原物料漲價周期持續後面公司也說沒法預測 原物料報價仍飆漲 美國基建才開始 3月
判决的美国反倾销判决有利大成
Q3優於Q2認為不難本次獲利有機會達到2018周期的2倍以上
4. 進退場機制：
目標價100
停損: 原物料周期出現疲軟即停損
--
2. 分類：多
3. 分析/正文：
扣件20%、不鏽鋼及鋁製品80%
(其中不鏽鋼佔40%，鋁製品佔60%)
5月毛利依序約為40%/28%/28% 混合毛利30%
Q2: 營收單季250億 毛利75億 費用20億 稅率25% 淨利41.25億 單季EPS NT$2.5
目前原物料漲價周期持續後面公司也說沒法預測 原物料報價仍飆漲 美國基建才開始 3月
判决的美国反倾销判决有利大成
Q3優於Q2認為不難本次獲利有機會達到2018周期的2倍以上
4. 進退場機制：
目標價100
停損: 原物料周期出現疲軟即停損
--
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