雷科(6207) - 股票
By Gilbert
at 2017-10-15T18:58
at 2017-10-15T18:58
Table of Contents
1. 標的:雷科(6207)
2. 分類:多
3. 分析/正文:
基本面 =>雷科是被動元件設備廠,也是族群中本益比最低(不到十倍)的股票
月營收的年增率幾乎都是正成長,毛利率跟營益率也是七年來的最佳
九月營收正式站上二億大關,接下來的三個月估計皆有二億以上表現
2017H1 eps=1.45,是七年來最佳表現,今年eps預估最高可到3.5
產業面 =>被動元件近兩年市況大好,帶動上游材料和設備廠的雷科跟著受惠
上半年受惠晶片電阻一線大廠國巨等擴產以及汰舊換新,業績明顯成長
下半年受惠二線廠與大陸廠的採購設備,以及進入旺季,業績表現維持高檔
明年第一季估計會再有一波擴廠潮,雷科設備業績將會持續
技術面 =>目前技術面已經進入三角收斂,壓縮到進入尾端,成交量也明顯量縮
各周期均線也即將糾結,股價也即將回測頸線,這個頸線也很有意義
是這波起漲紅三兵的第三根長紅棒高點,回測後近期已進入最後壓縮
估計帶量長紅棒可突破收斂,前高33.7必過,短波段目標價37元
https://imgur.com/gallery/fFLxX
4. 進退場機制:(非長期投資者,必須有停損機制)
短線目標價 37元,10%停損
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Tags:
股票
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at 2017-10-20T00:58
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