用本益比評價電子股為何不荒謬?(附P幣) - 股票
By Lily
at 2021-05-14T22:02
at 2021-05-14T22:02
Table of Contents
小弟是30T的長榮水手
朋友line給我分享了一篇文章
大意是說不應用本益比評價航運股
節錄段落如下:EPS多是以近4季,也就是1年的時間長度去計算,這表示本益比其實隱含
著「你的投入需要多少年才能回本」的意思在裡面,這意思的前提則是假設「這間公司
會維持增長」,這樣使用本益比才有意義,不然根本不應該給太高的本益比。
航運股是景氣循環股
所以不應用本益比計算股價
到這裡我都認同
但傳統電子、NB、手機以及代工組裝應該也有相關的景氣循環吧
即便是以前曾在全世界領先的公司
比如宏達電等
他們的基本面也會改變吧
為何就能假設這間公司會維持增長?
更何況是以20倍來計算(投資宏達電20年後會回本?)
如果計算航運股的股價如此嚴謹
為何計算電子股時卻僅以感覺認為應該有20倍、30倍來計算股價?
以上是小弟的一點問題
會挑選三位有用的解答贈與100p
感謝
--
朋友line給我分享了一篇文章
大意是說不應用本益比評價航運股
節錄段落如下:EPS多是以近4季,也就是1年的時間長度去計算,這表示本益比其實隱含
著「你的投入需要多少年才能回本」的意思在裡面,這意思的前提則是假設「這間公司
會維持增長」,這樣使用本益比才有意義,不然根本不應該給太高的本益比。
航運股是景氣循環股
所以不應用本益比計算股價
到這裡我都認同
但傳統電子、NB、手機以及代工組裝應該也有相關的景氣循環吧
即便是以前曾在全世界領先的公司
比如宏達電等
他們的基本面也會改變吧
為何就能假設這間公司會維持增長?
更何況是以20倍來計算(投資宏達電20年後會回本?)
如果計算航運股的股價如此嚴謹
為何計算電子股時卻僅以感覺認為應該有20倍、30倍來計算股價?
以上是小弟的一點問題
會挑選三位有用的解答贈與100p
感謝
--
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