衛冕者郭哲榮選國巨禾伸堂 - 股票
By Joseph
at 2018-04-15T15:32
at 2018-04-15T15:32
Table of Contents
1.原文連結:
http://0rz.tw/gWy01
2.原文內容:
2018-04-15 00:05經濟日報 文/徐念慈
用LINE傳送
上周戰報
「華爾街大亨」郭哲榮上周績效是-10.75%,較大盤上漲1.33%的績效疲弱,虛擬資產下
跌至475萬元,主要是上周重押的顯卡族群遇到逆風。
他上周五檔持股僅一檔正報酬,是3月營收亮麗的宏捷科周漲16%,表現最亮眼;表現疲弱
者則是青雲,周跌32%。
本周布局
在新的一周,郭哲榮選入五檔個股,集中在被動元件族群,分別是國巨、禾伸堂、日電貿
、華新科、信昌電,市場對被動元件族群第2季業績不看淡。
其中,他最看好國巨,他分析,可預期國巨毛利率及獲利能力將持續創新高,未來展望性
極佳,國巨今年第1季營收已突破百億,較去年同期成長61.7%。
禾伸堂在漲價題材下,第1季營收達33.6億元,較去年同期成長6.9%,從技術面來看,禾
伸堂上周五續站穩周、月、季線之上,均線呈現多頭排列。
日電貿今年來累計營收25.8億元,較去年成長28.9%,三大法人已連五日買超;華新科今
年來累計營收67.1億元,較去年成長45.2%,在營運好轉下,今年每股配發4元現金股息;
被動元件在漲價效應帶動下,上游材料廠信昌電今年營收動能亮麗,第1季營收9.47億元
,較去年同期成長28.9%,展望今年,MLCC需求仍舊旺盛,市場看好信昌電今年營運可望
超越去年。
3.心得/評論:
感覺哲哲的邏輯就是追強勢股
繼上週追顯卡,這週追被動元件
如果這個族群不能強五天 有可能又……
--
http://0rz.tw/gWy01
2.原文內容:
2018-04-15 00:05經濟日報 文/徐念慈
用LINE傳送
上周戰報
「華爾街大亨」郭哲榮上周績效是-10.75%,較大盤上漲1.33%的績效疲弱,虛擬資產下
跌至475萬元,主要是上周重押的顯卡族群遇到逆風。
他上周五檔持股僅一檔正報酬,是3月營收亮麗的宏捷科周漲16%,表現最亮眼;表現疲弱
者則是青雲,周跌32%。
本周布局
在新的一周,郭哲榮選入五檔個股,集中在被動元件族群,分別是國巨、禾伸堂、日電貿
、華新科、信昌電,市場對被動元件族群第2季業績不看淡。
其中,他最看好國巨,他分析,可預期國巨毛利率及獲利能力將持續創新高,未來展望性
極佳,國巨今年第1季營收已突破百億,較去年同期成長61.7%。
禾伸堂在漲價題材下,第1季營收達33.6億元,較去年同期成長6.9%,從技術面來看,禾
伸堂上周五續站穩周、月、季線之上,均線呈現多頭排列。
日電貿今年來累計營收25.8億元,較去年成長28.9%,三大法人已連五日買超;華新科今
年來累計營收67.1億元,較去年成長45.2%,在營運好轉下,今年每股配發4元現金股息;
被動元件在漲價效應帶動下,上游材料廠信昌電今年營收動能亮麗,第1季營收9.47億元
,較去年同期成長28.9%,展望今年,MLCC需求仍舊旺盛,市場看好信昌電今年營運可望
超越去年。
3.心得/評論:
感覺哲哲的邏輯就是追強勢股
繼上週追顯卡,這週追被動元件
如果這個族群不能強五天 有可能又……
--
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