永昕4726 多 - 股票

Necoo avatar
By Necoo
at 2020-08-06T07:37

Table of Contents

1. 標的:4726 永昕

2. 分類:多

3. 分析/正文:

https://money.udn.com/money/story/10161/4753628
業界指出,台康並不是一家疫苗廠,而是蛋白質藥委託製造及開發廠,包括國光生技、高
端疫苗兩家疫苗開發公司,這次新冠疫苗的開發過程中,下游的疫苗原液都需要委託台康
代工量產。

留忠正指出,台康已經與國光生技簽下量產合作協議,過去並不知道台康再接了阿斯特捷
利康藥廠的量產合作,若消息屬實,台康應該沒有多餘產能可再與國光合作。

https://news.cnyes.com/news/id/4477409
國光生產能全滿 攜永昕、台康生搶百億元新冠疫苗商機


https://news.pchome.com.tw/magazine/print/fi/moneyweekly/10738/141338880
031282009002.htm

亞洲第一家生物藥CDMO公司:永昕

晟德(4123)轉投資永昕(4726),成為國內第一家使用拋棄式製程的蛋白質藥廠,以哺乳類
細胞培養和微生物細胞發酵為開發平台,目前已有50公升、200公升、500公升拋棄式直立
攪拌不鏽鋼生物反應器,其2000公升哺乳細胞生物反應器產線,已於在今年初投產。由於
採用拋棄式製程,可縮短產品開發的時間和費用,加速產品的開發和降低成本,並增加產
能使用上之彈性。

https://news.cnyes.com/news/id/4469119
賣斷生物相似藥+CDMO新客戶

總經理陳佩君表示,永昕將以 1650 萬美元轉讓 LusiNex 的細胞株庫、CMC (化學、製造
與管制) 技術、智慧財產權及臨床試驗結果等,給予歐洲生物藥公司;永昕目前已取得議
約金 200 萬美元,後續將再取得簽約金 300 萬美元,今年可認列逾 800 萬美元

https://news.cnyes.com/news/id/4502468
因應大客戶需求 永昕擴增6倍產能 二廠本月動工


2020/06 月營收 1.69 月增 +257.7 年增 +417.9 1-6月累計3.39 年增 +86.9

授權金還有很多還沒認列完

台康沒辦法給國光生蛋白質的藥,有很大的可能會去找永昕要
等新聞出來就噴爆,先買進來等


4. 進退場機制:(非長期投資者,必須有停損機制)

進場:今天
停損:跌破五日線

--
Tags: 股票

All Comments

Elvira avatar
By Elvira
at 2020-08-09T21:45
前提國光生的出疫苗
Hardy avatar
By Hardy
at 2020-08-11T17:34
出貨文
Madame avatar
By Madame
at 2020-08-12T00:04
生技都噴也該輪到這隻了吧
Madame avatar
By Madame
at 2020-08-15T21:28
這隻也是看好多
Poppy avatar
By Poppy
at 2020-08-17T06:23
出貨文無誤
Damian avatar
By Damian
at 2020-08-17T16:48
光今年流感疫苗需求就大增了
Audriana avatar
By Audriana
at 2020-08-19T04:32
我也覺得這支有機會上去
Eartha avatar
By Eartha
at 2020-08-19T23:00
這支看好!短期上70可期
Mason avatar
By Mason
at 2020-08-23T14:52
這隻一直都看多
James avatar
By James
at 2020-08-26T09:24
這隻也看多
Quintina avatar
By Quintina
at 2020-08-29T20:43
推一下好標的 持有很久一直是漲多跌少
Quanna avatar
By Quanna
at 2020-09-01T05:24
永昕很可惜正要上去的時候,被合一拉下來,否則應該
要到100
Charlie avatar
By Charlie
at 2020-09-01T12:46
已上車,還想再加碼
Mia avatar
By Mia
at 2020-09-04T01:20
最近都沒漲 這麼快出貨嗎
Yuri avatar
By Yuri
at 2020-09-05T05:42
這支不是很洗嗎?
Lydia avatar
By Lydia
at 2020-09-08T21:01
拜託 低調
Mary avatar
By Mary
at 2020-09-10T06:05
已上車,要噴了
Jake avatar
By Jake
at 2020-09-12T03:05
https://i.imgur.com/aCnmPXZ.jpg
Queena avatar
By Queena
at 2020-09-14T11:29
這波沒什麼漲到他吧,持續看多
Quanna avatar
By Quanna
at 2020-09-17T09:43
有人要壓低吃貨,別被唬了,快上車
Agatha avatar
By Agatha
at 2020-09-17T23:34
這隻合一最慘的時候也才跌到43元,是可以賠多少?
Olivia avatar
By Olivia
at 2020-09-18T15:14
未來還有授權金要認列 後勢可期
Zanna avatar
By Zanna
at 2020-09-22T08:14
相對其他生技股這支穩蠻多的
Zanna avatar
By Zanna
at 2020-09-26T02:14
好想撿,但沒有資金了...
Frederic avatar
By Frederic
at 2020-09-28T19:03
昨天不是才有消息......
Kumar avatar
By Kumar
at 2020-09-30T23:48
不要..發文啊 低調
Ida avatar
By Ida
at 2020-10-02T10:45
我還沒建倉完成,低調
Oscar avatar
By Oscar
at 2020-10-02T11:46
低調
Necoo avatar
By Necoo
at 2020-10-03T16:12
47元上車 低調
Candice avatar
By Candice
at 2020-10-03T21:19
低調好嗎
Freda avatar
By Freda
at 2020-10-07T13:55
應該要漲的時候,被拖下水,不過也有穩
住沒有到大跌,在生技回穩的現在,我會
續抱但不追。
Ida avatar
By Ida
at 2020-10-12T11:04
那個消息仔細一看是2018年的事...有人放出來感覺比
較像吃貨
Adele avatar
By Adele
at 2020-10-14T00:49
已在車上
Rebecca avatar
By Rebecca
at 2020-10-17T16:29
推推 這支是正常的股票 不會暴漲暴跌....
Iris avatar
By Iris
at 2020-10-21T14:08
這支低調啊.......
Zenobia avatar
By Zenobia
at 2020-10-23T10:08
低調啊,等他下來40我還要買耶
Agnes avatar
By Agnes
at 2020-10-27T14:43
這支很抗跌
Connor avatar
By Connor
at 2020-10-31T02:16
低調
Rosalind avatar
By Rosalind
at 2020-10-31T04:46
低調 謝謝
Jacky avatar
By Jacky
at 2020-11-04T03:10
低調...
Hamiltion avatar
By Hamiltion
at 2020-11-07T13:36
看到有人刻意把他除名六天王 就知道為什麼了
Zora avatar
By Zora
at 2020-11-08T01:11
真心覺得這隻是運氣不好 要上去的時候都被壓下來
Madame avatar
By Madame
at 2020-11-10T09:57
低調阿....
Bethany avatar
By Bethany
at 2020-11-13T20:51
先跟十張
Skylar Davis avatar
By Skylar Davis
at 2020-11-17T16:13
已上車 等發動!
Rosalind avatar
By Rosalind
at 2020-11-18T08:01
低調拉
Kumar avatar
By Kumar
at 2020-11-19T08:09
還是低調好了,默默賺就好
Joe avatar
By Joe
at 2020-11-22T14:56
等發車 好股
Sandy avatar
By Sandy
at 2020-11-24T10:08
低調
Candice avatar
By Candice
at 2020-11-27T06:40
這隻之前37上 車太晃下車了 有本事的歡迎上車
Liam avatar
By Liam
at 2020-11-28T15:33
貨了
Selena avatar
By Selena
at 2020-11-29T05:39
低調
Mia avatar
By Mia
at 2020-12-03T15:35
我還沒上車 等等我
Yuri avatar
By Yuri
at 2020-12-05T22:04
低調
Franklin avatar
By Franklin
at 2020-12-07T00:12
怎麼放了兩個四五月的新聞?
Connor avatar
By Connor
at 2020-12-07T13:09
出貨囉
永世天國一輝,排第一,是要低調什麼
Connor avatar
By Connor
at 2020-12-09T01:12
B嘴
Queena avatar
By Queena
at 2020-12-13T11:25
已上車
Doris avatar
By Doris
at 2020-12-16T13:32
36在車上 還在等 低調
Xanthe avatar
By Xanthe
at 2020-12-20T17:01
原來這支套這麼多人 嘻嘻
Faithe avatar
By Faithe
at 2020-12-22T08:28
等等看情況跟
Sierra Rose avatar
By Sierra Rose
at 2020-12-26T09:42
總會有疫苗廠找永昕代工的,放心
Sandy avatar
By Sandy
at 2020-12-31T05:23
68T山頂套一堆XD
Gary avatar
By Gary
at 2020-12-31T07:51
..........低調
Elvira avatar
By Elvira
at 2021-01-05T03:17
覺得太高 觀望
Andy avatar
By Andy
at 2021-01-08T09:38
還是找國外授權比較快,本土的2021年能不能上市都
不知道
Ivy avatar
By Ivy
at 2021-01-08T22:38
類似CMO 個人覺得潛力不高
Puput avatar
By Puput
at 2021-01-11T14:21
這套很多人我在觀望觀望
Annie avatar
By Annie
at 2021-01-15T00:15
這支應該有希望衝破前高吧
Lucy avatar
By Lucy
at 2021-01-17T13:13
讓我加碼
Agnes avatar
By Agnes
at 2021-01-22T07:19
衝啊
Ethan avatar
By Ethan
at 2021-01-26T01:24
低調低調
Queena avatar
By Queena
at 2021-01-27T12:35
發文要幹嘛 這隻還需要你發文抬轎==?
Bethany avatar
By Bethany
at 2021-01-30T13:40
覺得推文一半以上都是被套的...
Jack avatar
By Jack
at 2021-02-03T01:16
低調啊
Bethany avatar
By Bethany
at 2021-02-04T06:09
低調
Damian avatar
By Damian
at 2021-02-07T22:37
68t前來報到
Iris avatar
By Iris
at 2021-02-10T00:01
新產線都再投產了,不做疫苗也有其他可以做,背後
老爸撐腰,還怕沒有業績,他的利多就是代工業績要
有獲利,權利金就當送分吧!
Jack avatar
By Jack
at 2021-02-13T03:53
70太高了....
Agatha avatar
By Agatha
at 2021-02-17T00:23
我還抱著哩
Madame avatar
By Madame
at 2021-02-18T19:46
這支超多人套的,要買的自己小心是不是抬轎
Ingrid avatar
By Ingrid
at 2021-02-20T17:26
高點來了
Carol avatar
By Carol
at 2021-02-22T20:06
我就51-43被洗出去的 幹
Donna avatar
By Donna
at 2021-02-24T02:47
低調
Harry avatar
By Harry
at 2021-02-26T07:58
68t前來報到
George avatar
By George
at 2021-02-27T19:35
低調
Audriana avatar
By Audriana
at 2021-03-02T02:29
跟2張@@
Sandy avatar
By Sandy
at 2021-03-05T04:34
68t +1
Valerie avatar
By Valerie
at 2021-03-05T07:13
套在36 大家趕快來抬轎
Kelly avatar
By Kelly
at 2021-03-08T18:36
這支可以到80
Aaliyah avatar
By Aaliyah
at 2021-03-09T19:27
我78t套了好幾年....
Ida avatar
By Ida
at 2021-03-11T07:53
新產線在投產了?!
Margaret avatar
By Margaret
at 2021-03-13T23:21
去年開始轉型成純代工脫離研發那種不成功便成仁的
大起大落變成穩定獲利為主
Xanthe avatar
By Xanthe
at 2021-03-14T21:56
低調
Jessica avatar
By Jessica
at 2021-03-17T16:20
永世天國一輝
Todd Johnson avatar
By Todd Johnson
at 2021-03-21T20:40
這檔要死多久 嗚嗚嗚....
Jacob avatar
By Jacob
at 2021-03-24T10:38
低調
Victoria avatar
By Victoria
at 2021-03-24T17:47
4726都不漲 不該跟天國一輝齊名
Sierra Rose avatar
By Sierra Rose
at 2021-03-28T13:32
低調
Olive avatar
By Olive
at 2021-03-29T14:19
45兩隻感謝大家
Audriana avatar
By Audriana
at 2021-04-03T01:14
看推文就知道很多人等解套
Ula avatar
By Ula
at 2021-04-04T20:06
低調...
Joe avatar
By Joe
at 2021-04-06T21:40
套在36快來喔 嘻嘻
Catherine avatar
By Catherine
at 2021-04-08T21:33
真的被中天合一害死
Joe avatar
By Joe
at 2021-04-09T09:03
這隻主力洗到爆
Charlie avatar
By Charlie
at 2021-04-13T13:26
笑死 出貨文
Oscar avatar
By Oscar
at 2021-04-17T16:08
怎麼現在才喊
Dorothy avatar
By Dorothy
at 2021-04-21T07:38
8046被大部隊空歪?
Caitlin avatar
By Caitlin
at 2021-04-21T11:01
開盤有套進去的舉手一下
Dorothy avatar
By Dorothy
at 2021-04-22T12:56
XD 一堆低調的在屁 笑死
Kyle avatar
By Kyle
at 2021-04-27T09:30
低調啦
Elizabeth avatar
By Elizabeth
at 2021-05-01T18:45
被套過
Megan avatar
By Megan
at 2021-05-02T08:22
出貨文+1
Ida avatar
By Ida
at 2021-05-07T04:00
低調
Lily avatar
By Lily
at 2021-05-07T05:42
台股就是新手帶領老手,贏要衝的局勢
Isabella avatar
By Isabella
at 2021-05-09T05:15
買這個不如買台康 …
Mason avatar
By Mason
at 2021-05-13T00:07
就和台GG吃飽才會輪到聯電一樣= =
Audriana avatar
By Audriana
at 2021-05-17T20:48
低調..
Bethany avatar
By Bethany
at 2021-05-21T07:14
好多68冤魂
Emma avatar
By Emma
at 2021-05-23T02:39
低調
Audriana avatar
By Audriana
at 2021-05-26T14:54
很穩,跌不多,盤一下又急漲
Isabella avatar
By Isabella
at 2021-05-31T13:35
今年成長100%以上,又在擴廠,53已進
Callum avatar
By Callum
at 2021-06-04T17:27
https://pse.is/UX6ZH 這個量有點少?
Quanna avatar
By Quanna
at 2021-06-09T03:07
37元套了7張
Ida avatar
By Ida
at 2021-06-13T22:49
跟一張
Franklin avatar
By Franklin
at 2021-06-15T22:53
買了就套,真的別碰生技了
Lydia avatar
By Lydia
at 2021-06-17T21:24
抓抓最後一隻老鼠嘍,嘻嘻
Edith avatar
By Edith
at 2021-06-20T22:46
跌破5日了...
Ethan avatar
By Ethan
at 2021-06-23T13:45
笑死
Brianna avatar
By Brianna
at 2021-06-24T12:11
衝進去買的被出貨 笑死
Kristin avatar
By Kristin
at 2021-06-25T23:20
棒棒
買都死
Ivy avatar
By Ivy
at 2021-06-28T18:58
停損book能
Yedda avatar
By Yedda
at 2021-07-03T05:37
你們的進場日就是他的出貨日
Lucy avatar
By Lucy
at 2021-07-04T18:50
低調
Elvira avatar
By Elvira
at 2021-07-07T09:23
誰留下來洗碗?
Bennie avatar
By Bennie
at 2021-07-11T17:02
爛股一隻
Adele avatar
By Adele
at 2021-07-16T05:13
大家都不去想一下嗎? 疫苗沒出來他們是有甚麼訂單?
Lily avatar
By Lily
at 2021-07-18T12:34
哥 今天立刻到停損點捏
Anonymous avatar
By Anonymous
at 2021-07-18T19:08
進場:今天 停損:五日線 一樣今天 笑死
Jessica avatar
By Jessica
at 2021-07-22T20:19
這家就很會放新聞出來啊
Ethan avatar
By Ethan
at 2021-07-27T12:23
真的笑死
Daph Bay avatar
By Daph Bay
at 2021-07-30T09:38
這隻標文出來就會跌.....上次也是
Necoo avatar
By Necoo
at 2021-07-31T16:22
同一天
Jacob avatar
By Jacob
at 2021-08-03T15:54
慘=.=
Charlotte avatar
By Charlotte
at 2021-08-05T16:34
低調 營收出來準備噴了
Jessica avatar
By Jessica
at 2021-08-10T11:03
不能當沖怎麼停損...
Ursula avatar
By Ursula
at 2021-08-12T13:42
今日進場今日停損
Charlotte avatar
By Charlotte
at 2021-08-13T12:08
千萬不要信這個標的R
Elvira avatar
By Elvira
at 2021-08-15T23:28
要擴廠了以後一定利多啊 先買來放
Jake avatar
By Jake
at 2021-08-18T18:14
以後生技股標的別亂發了
Megan avatar
By Megan
at 2021-08-23T03:52
推推
Zora avatar
By Zora
at 2021-08-25T18:03
越買越噴 往下噴
Zanna avatar
By Zanna
at 2021-08-26T00:04
這隻現買現套
Steve avatar
By Steve
at 2021-08-26T01:35
……
Callum avatar
By Callum
at 2021-08-30T10:23
現買現套啊...
Cara avatar
By Cara
at 2021-08-30T15:33
主力應該有看
Vanessa avatar
By Vanessa
at 2021-09-01T12:55
就說要低調了==
Edith avatar
By Edith
at 2021-09-03T16:23
這發標的不知是故意還怎樣~明知道批踢踢發標的下訢
死人啊顆顆,好險沒買~可憐今天的韭菜哈哈哈
David avatar
By David
at 2021-09-03T22:45
*會害死人
Kyle avatar
By Kyle
at 2021-09-08T16:09
如果你真的有買~就也怪你自己吧~列車往南不送
Hamiltion avatar
By Hamiltion
at 2021-09-09T17:01
這隻賠了4萬多 不玩了
Franklin avatar
By Franklin
at 2021-09-10T14:09
發這邊就是等著被狙擊啊 = =
Kristin avatar
By Kristin
at 2021-09-11T18:40
低調好嗎   不能只有我被套QQ
Dora avatar
By Dora
at 2021-09-16T10:15
送分題 生技的台積電 睡飽數錢 瑞基第二
John avatar
By John
at 2021-09-19T01:50
被套了
Xanthe avatar
By Xanthe
at 2021-09-20T17:42
48了
Genevieve avatar
By Genevieve
at 2021-09-24T12:35
還好吧 之前漲這麼多 擴廠利多一樣不變 下一個合一
快上車
Agatha avatar
By Agatha
at 2021-09-28T14:42
垃圾股
Annie avatar
By Annie
at 2021-09-28T22:27
今天漲啦 有腦弱賣了嗎哈哈
Isla avatar
By Isla
at 2021-09-29T12:04
漲一天跌幾天,要不要去看現在的股價多少,嘻嘻
Genevieve avatar
By Genevieve
at 2021-10-04T07:38
還好啊未來還是看好,只是目前資金都在其他類群而已

給股市新手的建議

Aaliyah avatar
By Aaliyah
at 2020-08-06T07:37
小弟也是三月多進股市的 目前投報率30% 現在還在看書學習 但我都不學技術面的東西,只專注在基本面上 基本面我都不用多說大家都知道了 就是巴菲特跟巴菲特小夥伴們提到的那些原則 根據那些原則去挑股票 我最後總結成更簡單的五個字 就是這五個字讓我投報率30%的 分享給大家,就是 無腦多台積 ...

美醫療物資夥伴 我有望入列

Robert avatar
By Robert
at 2020-08-06T01:25
1.原文連結: https://udn.com/news/story/7238/4759244 2.原文內容: https://i.imgur.com/Fmh92SX.jpg 美國疫情告急,40年來美最高層級官員訪台,中央流行疫情指揮中心指揮官陳時中昨(5 )日表示,美國醫療戰略物資將尋找信任合作夥 ...

Zenobia avatar
By Zenobia
at 2020-08-05T23:58
------------------------------------------------------------------------- 1. 標的:3312 弘憶股 2. 分類:多 3. 分析/正文: 1) IC通路商弘憶,為瑞昱的代理商而有小瑞昱之稱 今年雖然疫情嚴峻, ...

給股市新手的建議

Vanessa avatar
By Vanessa
at 2020-08-05T23:22
andlt;以下內容可能不適合已經找到聖杯、非新手、妄想一夜致富者andgt; 小弟約三月底到四月初之間開了證券戶進入台股這個吃人市場 目前安穩的在裡面生存了好幾個月,資產成長的不快,這幾個月大概只賺了25%的本金 完全不依靠本夢比超高的生技股,而是腳踏實地的做好每項功課 以下大概就由淺自深稍微提一下 ...

中華電攜手宏達電 打造5G VR新娛樂

Anonymous avatar
By Anonymous
at 2020-08-05T23:08
https://ec.ltn.com.tw/article/breakingnews/3250882 中華電攜手宏達電 打造5G VR新娛樂 2020/08/05 16:41 https://img.ltn.com.tw/Upload/business/page/800/2020/08/05/32508 ...