穩懋長多 - 股票

By Robert
at 2021-03-28T16:26

Table of Contents

1. 標的：3105穩懋

2. 分類：長多

3. 分析/正文：
最近因為產品組合+匯率影響
第一季毛利率掉到30幾趴
但是公司在砷化鎵領域
基本上技術力&市佔全球第一
也積極開發其他半導題材料
下半年度新廠房土建工程開工
建設完畢產能是現在的3倍
雖然股價不會翻3倍
但至少比現在翻一倍應該沒問題

4. 進退場機制：
400以下安心進場
預計下半年公司派會隨著土建工程進度逐漸放利多
基本上看600
不過做人不要貪心
550停利即可

--

Tags: 股票

All Comments

By Madame
at 2021-03-31T03:11

穩套套好套滿

By Enid
at 2021-04-03T23:20

穩套

By Zanna
at 2021-04-07T04:03

套起來

By Michael
at 2021-04-10T10:15

a了一下ID 你484套在438

By Rachel
at 2021-04-13T07:48

穩套很套

By Dora
at 2021-04-17T16:01

484覺得發文就會有人來抬

By Rae
at 2021-04-21T04:26

已經套很久QQ

By Xanthe
at 2021-04-21T20:11

樓下穩套

By Gilbert
at 2021-04-23T13:48

台幣貶值穩懋會好看一點

By Ivy
at 2021-04-24T02:28

穩套很難玩不如玩IC設計財報好就噴

By Joseph
at 2021-04-28T20:30

穩套上面套一堆人最近很難漲

By Heather
at 2021-05-01T04:09

個人領域對第三代semi很看好，有疊就買

By Necoo
at 2021-05-02T15:23

這支下禮拜應該會噴

By Joe
at 2021-05-04T05:15

低調

By Ula
at 2021-05-08T12:31

之前下市的博達是不是做一樣的產品

By Michael
at 2021-05-11T18:50

月季死亡交叉個股，不列入考慮範圍。等走穩再買不
遲

By Liam
at 2021-05-14T03:08

484想騙偶接你的穩套？

By Thomas
at 2021-05-17T22:27

低調

By Jacky
at 2021-05-18T11:23

噴噴噴

By Ethan
at 2021-05-18T13:52

買過一次直接套三天咦？

By Tracy
at 2021-05-20T08:48

在上面好久了終於要來接了

By Anthony
at 2021-05-22T14:06

穩套當年兩百塊三百塊喊到五百還在套==

By Rebecca
at 2021-05-24T07:06

可能要先做個善良的人

By Bethany
at 2021-05-25T08:37

新廠房到底是開工還是完成？

By Todd Johnson
at 2021-05-26T22:28

可是你一月在求解套穩套也

By Tristan Cohan
at 2021-05-31T19:40

穩套

By Hamiltion
at 2021-06-02T03:45

By Olivia
at 2021-06-03T03:45

可以低調嗎幹嘛發文

By Mason
at 2021-06-05T08:58

穩套標的文最近有沒有五篇了？

By Elma
at 2021-06-07T11:14

主力都閃人了 po 這廢文Zzzz
想出貨喔小壞壞

By Vanessa
at 2021-06-09T12:17

穩懋買過3x 當初沒眼光持有到現在

By Leila
at 2021-06-09T14:23

穩懋破千張股東越來越多

By Carolina Franco
at 2021-06-10T18:23

何來主力閃人...

By Carol
at 2021-06-15T09:41

千張股東使用攤平大法你也要跟？

By Noah
at 2021-06-19T17:50

摳摳有他多就跟順便叫你聲乾爹

By Xanthe
at 2021-06-19T23:19

穩套

By Odelette
at 2021-06-21T16:09

你可以買一股攤平xd

By Freda
at 2021-06-25T03:29

哭被點名低調噓

By Carol
at 2021-06-27T03:15

JJ會員才剛買390

By Edith
at 2021-07-01T10:09

快幫我抬轎

By Lily
at 2021-07-05T10:13

買這支心臟要夠強

By Gary
at 2021-07-09T19:36

這隻真的穩穩套

By Enid
at 2021-07-12T02:45

真的穩套完全不敢玩

By Lily
at 2021-07-14T06:31

月初上日 K 5 均買也被套，目前獲利 3％繼續續抱觀
察後勢。

By Ursula
at 2021-07-16T19:08

接單狀況不是很優捏…穩套

By Xanthe
at 2021-07-18T17:14

昨天騎ubike經過工廠，有點冷清

By Agnes
at 2021-07-21T17:49

穩套的股性真D難玩
但要噴了因為我沒有恭喜賺錢

By Skylar Davis
at 2021-07-25T10:30

要買也不是現在，4月中再觀察吧，本週有個清明連假
，加上3月營收也不佳。

By Linda
at 2021-07-26T06:13

這隻上看1000的

By Cara
at 2021-07-31T05:47

套

By Cara
at 2021-08-04T01:09

套起來

By Rachel
at 2021-08-05T13:54

穩套套起來

By Joseph
at 2021-08-07T10:48

準備往上最後上車機會

By Heather
at 2021-08-07T20:20

擴廠太慢了

By Dorothy
at 2021-08-08T22:56

感覺比台積電好但進場點真的難判斷感覺還是要看
美股走勢

By Tom
at 2021-08-13T07:43

套房很穩

By George
at 2021-08-15T18:50

又一個套牢求抬轎的嗎

By Brianna
at 2021-08-16T00:41

穩套沒有投信的內褲線就是死魚

By Isabella
at 2021-08-16T03:28

穩套

By Elma
at 2021-08-19T04:45

456，好高好冷

By Hedy
at 2021-08-22T17:19

當初減資前30就被喊穩套了

By Megan
at 2021-08-26T11:02

穩套

By Eden
at 2021-08-28T10:52

穩套啦，衝得很快，下來也很快

By Doris
at 2021-09-02T00:19

穩套

By Caitlin
at 2021-09-03T08:55

找人抬轎？

By Mia
at 2021-09-04T19:16

我買376耶！

By Ingrid
at 2021-09-06T16:49

恭喜你標的殖利率持續走高

By Kelly
at 2021-09-08T04:33

400以下無腦買年底歡迎打臉

By Bethany
at 2021-09-12T10:58

均線糾結要噴了

By William
at 2021-09-12T16:41

不如買漢磊

By Madame
at 2021-09-13T16:54

買了穩套

By John
at 2021-09-14T22:49

https://i.imgur.com/qLlCHJu.jpg

By Zora
at 2021-09-19T10:44

下去就是撿上來就是調節

By Edith
at 2021-09-20T09:53

skws lite

By Zanna
at 2021-09-22T02:54

噓低調點

By Valerie
at 2021-09-24T17:15

已反硬

By Callum
at 2021-09-29T14:24

我也覺得會上，不過希望再殺一點我再接

By Quintina
at 2021-10-02T07:13

我也認為會上雖然目前小套如果有殺再攤一點

By William
at 2021-10-05T14:05

好公司用力買遲早噴爆

By Kama
at 2021-10-07T23:21

我買多久了，現在才叫人進來套喔

By Damian
at 2021-10-08T13:20

一堆隔日沖在裡面小心操作

By Carolina Franco
at 2021-10-12T12:27

群益金鼎勝率最高的分點
已揚長而去

By Mason
at 2021-10-15T15:59

穩套

By Edward Lewis
at 2021-10-18T22:08

請勿點名3Q

By Cara
at 2021-10-22T04:09

明天小買

By Xanthe
at 2021-10-25T01:48

看來前方缺口壓力大
下去再盤整了下面異味~

By Olive
at 2021-10-28T17:22

這隻只能默默玩 po出來就是被狙擊

By Mason
at 2021-10-30T11:23

突破不了400…

By Elvira
at 2021-11-02T03:21

車上低調= =

By Andy
at 2021-11-07T00:00

穩套

By Zanna
at 2021-11-08T02:34

明天再洗一天列車向北，我準備要繼續買了

By Noah
at 2021-11-12T11:50

穩套卡位

穩懋長多 - 股票

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穩懋 長多 - 股票

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穩懋長多 - 股票