總太 - 股票
By William
at 2020-10-02T09:21
at 2020-10-02T09:21
Table of Contents
三個月前分享 勤美 欣陸 以後...
今天分享一檔營建股 "總太"
將基本面整理如下
1. 標的:總太
2. 分類:多
3. 分析/正文:
根據公開資訊觀測站
以及財報 /google /法說會 / 股東會資料
2020年-2022年 認列入帳
已經賣出 等著蓋好交屋 收款的eps 約有20元
- 總太2020 eps 9 已完銷
- 聚作 eps 11 接近完銷
- 共好 + 女王 eps 共 2-3 接近完銷
2023-2024年預計會入帳的建案
估計於今年底推出
總eps粗估 16-18 還會有變動 應不會太大
- 3+4期 預計年底開賣
以下為估計的每年eps
實際上以實際認列為主
2020年 5元
2021年 5元
2022年 12-13元以上 +- 1個sigma
2023年-2024年 16元以上 +- 1個sigma
在配息方面
董事長 很關心股東的權益
在能力範圍內過去皆盡力配現金給股東
預期未來三年以上 配息至少3.5元-4元
甚至有5-6元以上的機會
平均來說
已經賣出的建案
未來3年會認列20元的eps
平均一年7元
包含規劃中的建案
未來5年會認列 36元的eps
平均一年也是7元
4. 進退場機制:(非長期投資者,必須有停損機制)
Ptt規定 必須有停損價格
停損價格抓30元
套一句億元大戶的經典名言
我是目前最大的買盤
未來在某一個時候
也一定是最大的賣盤
如果這公司前景是對的
獲利也確實會實現
長期說來
我賣出 也不會影響股價的上漲
請大家買股票前
請自行研究基本面
請勿盲目跟單
暨 14元分享 欣陸
27元分享 勤美以後
這是目前 小弟看好 獲利穩定的標的
之後小弟賣出
根據 股價反應價值
也反應最重要的殖利率
股價合理上 不受影響
請大家買入前做好基本面研究
切勿盲目跟單
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Sent from JPTT on my HMD Global Nokia 8.1.
--
Tags:
股票
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