發掘隱形冠軍:慶生(6210)PCB股中的毛利 - 股票
By Gilbert
at 2020-08-14T20:08
at 2020-08-14T20:08
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:6210慶生
2. 分類:多/空/請益/心得
6210作多
3. 分析/正文:成立於1984年的慶生(6210),是台灣PCB產業中,營運策略相當特別的公
司,一來不到中國大陸設廠,二來2004年遷廠到中壢松江北路至今,就再也未進行過大規
模的擴產準備,總產能始終維持在每月30萬呎的規模,不僅遠遠落後健鼎(3044)目前每月
930萬呎的產能規模,甚至還不到競國每月335萬呎的1/10。
重新再回到慶生(6210)的投資分析,雖然從產能的規模來看,慶生(6210)遠遠不及同業的
水準,但如果進一步比較賺錢的能力,慶生(6210)卻是台股PCB產業中,不折不扣的毛利
率王。
4. 進退場機制:(非長期投資者,必須有停損機制)
上半年賺1.57元,簡直快比目前市場上最夯的南電還高了,股價才42元,對比144元的南
電,簡直是落後補漲的印刷電路板股!
週一開盤價進場,目標20%以上出場!
--
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:6210慶生
2. 分類:多/空/請益/心得
6210作多
3. 分析/正文:成立於1984年的慶生(6210),是台灣PCB產業中,營運策略相當特別的公
司,一來不到中國大陸設廠,二來2004年遷廠到中壢松江北路至今,就再也未進行過大規
模的擴產準備,總產能始終維持在每月30萬呎的規模,不僅遠遠落後健鼎(3044)目前每月
930萬呎的產能規模,甚至還不到競國每月335萬呎的1/10。
重新再回到慶生(6210)的投資分析,雖然從產能的規模來看,慶生(6210)遠遠不及同業的
水準,但如果進一步比較賺錢的能力,慶生(6210)卻是台股PCB產業中,不折不扣的毛利
率王。
4. 進退場機制:(非長期投資者,必須有停損機制)
上半年賺1.57元,簡直快比目前市場上最夯的南電還高了,股價才42元,對比144元的南
電,簡直是落後補漲的印刷電路板股!
週一開盤價進場,目標20%以上出場!
--
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