致友達2409.TW董事會 一袋米要扛幾樓 - 股票
By Ula
at 2021-05-21T20:32
at 2021-05-21T20:32
Table of Contents
1. 標的:友達 2409.TW/AUOTY.US
2. 分類:心得
3. 分析/正文:
俗話說:醬不炒不香,股不吵不噴;你若不作聲,就是被按地上摩蹭
大家好 小弟60T的友達奈米散
在經歷十六個交易日回撤39趴,借券賣出餘額近60W張、公司董事會持股不到1趴
終於按奈不住我激動的心情,4可忍,Su不可忍,決定在此鍵盤維權
友達友達,有意見就要表達 股務相關的信箱[email protected]
公司可能會說有什麼程序,意見才能至董事會上達天聽,但這裡是ptt
起初一直奇怪怎麼沒人出來該該叫,今天頓悟了,選擇不再保持沉默
= = = = = = = = = = = = = = = =
Re: 要求董事會實施庫藏股
致董事會
近來公司股價因市場雜音與伴隨而來的做空已回落至將近一倍淨值,對於友達,一家行業
競爭態勢趨於穩定、高獲利、現金流強勁的公司顯然不合理。
在考慮公司估值、資金來源與用途、閒置資金、資本結構與負債管理後, 公司回購股票
可行且是目前最能夠增加股東價值的資本配置。
因此,建議董事會考慮實施庫藏股,回購金額應不小於[五十]億新台幣。
附件:
1. 公司股價淨值比(Band)
https://i.imgur.com/50BXIrP.png
2. 公司股價以2021預估RoE對照2020年末之P/B-RoE散佈圖,公司估值明顯低估
https://i.imgur.com/wdutqHX.png
3. 公司預估現金流量與現金水位
https://i.imgur.com/S0MqR25.png
4. 公司賣空猖獗,台股之最。賣空者有其理由,但董事會對於股東價值之不作為,更是變相
支持賣空者。 一個持股過低且對股東不友善的董事會終將不見容於現今之資本市場。
https://i.imgur.com/KqhNrWI.png
5.有沒有人認識私募大佬或行業玩家,這裡有批便宜的面考慮一下吧
https://i.imgur.com/7qaVYBU.png
--
Tags:
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