大摩:十潛力股 逢低布局 - 股票
By Eden
at 2021-05-20T07:48
at 2021-05-20T07:48
Table of Contents
原文標題:大摩:十潛力股 逢低布局
原文連結:https://pse.is/3e8bsy
發布時間:2021-05-20 01:05 經濟日報 / 記者趙于萱/台北報導
原文內容:
國內疫情驟升衝擊內需股,但出口型內需產業因國際景氣反彈,基本面動能持續強勁,摩
根士丹利指出,台股短線修正提供介入利基型傳產股的投資機會,相關如儒鴻(1476)、
晶碩等十大潛力股,可逢低布局。
台股重挫後展開強彈,化解進一步破底危機,加上上市櫃公司第1季獲利繳出近兆元好績
效,外資法人紛紛唱多祭出低接股名單。
摩根士丹利瞄準傳產股機會,表示台灣疫情升溫對內需產業影響大,但不少傳產公司做全
球的生意,反而受惠歐美經濟復甦。成衣雙雄儒鴻、聚陽,製鞋的豐泰、百和及自行車大
廠巨大等,生產基地都轉移海外,受國內疫情衝擊微乎其微。
晶碩主力布局中國大陸及日本隱形眼鏡市場,億豐受惠美國需求提升,營運規模放大可望
緩衝成本調漲,相關還有美利達、精華及金可-KY,摩根士丹利皆肯定營運持續成長,行
情非理性下挫導致股價超跌,價值浮現。
目前外資圈統計,上述點名的傳產股,扣除百和,都將在今年繳出成長佳績,且獲利增幅
自雙位數起跳。
心得/評論:
大家參考就好吧,是反彈還是洗盤??
不過個人感覺這波對經濟傷害應該比去年大吧?
--
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