高手怎判斷公司的價值 - 股票

By Ivy
at 2017-12-15T17:36
at 2017-12-15T17:36
Table of Contents
舉例來說好了,我有個朋友,在某間園區公司上班,雖然只是小小設備
他認為工作事情變多,產業忙的要命,他就去問自己部門的副理,
公司的營運好不好,他也去問過該公司製造部課長,得到的答案都是很旺
當然呢他自己也做了功課,他透過財報狗,以及一些網站得到了
自己公司毛利率 稅後存益,EPS都有上升
結果呢,過幾個禮拜年減月減好幾個月股價當然是殺
而且講真的,台灣最好的公司,台積電!
裡面的員工,真的130.150 甚至200敢買進自家公司的,根本不多
小弟甚至認識台積的工程師,他認為自己分紅變少,自己觀察到產線也沒比之前150時旺
就200左右放空台積電.結果慘賠出場
而一般人看公司,就是看毛利 稅後淨利 年月營收 以及業外損益造成多少效應
而推算公司股價
未來的事情難以預料阿
像比方說,你無法料到三星什麼時候量產DRAM,造成DRAM報價下跌
你無法預料到油價上升下跌
而且就算看公司未來,追高的定義又很難講
穩懋 華新科 智邦 2年多以前 追50會被說傻瓜 怎一直追高洗碗
華邦電在年初的時候 15元要追就會被說追高洗碗
而公司接單順利與否,在一間公司裡面,大概也只有管理階層才清楚,再來就是券商法人
請問一般的魯蛇,就只能看事後財報損益,可是公司的價值很難推算阿
2年前推算穩懋不要說破百,我看70也沒幾個,2年多前說穩懋上100,人家還會說反串
結果呢?
講句真的油價是大家每天都會接觸的,有人可以猜到油價上升下跌嗎?
公司基本面大家都怎看的
謝謝
--
他認為工作事情變多,產業忙的要命,他就去問自己部門的副理,
公司的營運好不好,他也去問過該公司製造部課長,得到的答案都是很旺
當然呢他自己也做了功課,他透過財報狗,以及一些網站得到了
自己公司毛利率 稅後存益,EPS都有上升
結果呢,過幾個禮拜年減月減好幾個月股價當然是殺
而且講真的,台灣最好的公司,台積電!
裡面的員工,真的130.150 甚至200敢買進自家公司的,根本不多
小弟甚至認識台積的工程師,他認為自己分紅變少,自己觀察到產線也沒比之前150時旺
就200左右放空台積電.結果慘賠出場
而一般人看公司,就是看毛利 稅後淨利 年月營收 以及業外損益造成多少效應
而推算公司股價
未來的事情難以預料阿
像比方說,你無法料到三星什麼時候量產DRAM,造成DRAM報價下跌
你無法預料到油價上升下跌
而且就算看公司未來,追高的定義又很難講
穩懋 華新科 智邦 2年多以前 追50會被說傻瓜 怎一直追高洗碗
華邦電在年初的時候 15元要追就會被說追高洗碗
而公司接單順利與否,在一間公司裡面,大概也只有管理階層才清楚,再來就是券商法人
請問一般的魯蛇,就只能看事後財報損益,可是公司的價值很難推算阿
2年前推算穩懋不要說破百,我看70也沒幾個,2年多前說穩懋上100,人家還會說反串
結果呢?
講句真的油價是大家每天都會接觸的,有人可以猜到油價上升下跌嗎?
公司基本面大家都怎看的
謝謝
--
Tags:
股票
All Comments

By Selena
at 2017-12-18T04:01
at 2017-12-18T04:01

By Enid
at 2017-12-22T23:47
at 2017-12-22T23:47

By Daph Bay
at 2017-12-25T06:27
at 2017-12-25T06:27

By Annie
at 2017-12-25T22:51
at 2017-12-25T22:51

By Kyle
at 2017-12-28T06:33
at 2017-12-28T06:33

By James
at 2018-01-01T03:45
at 2018-01-01T03:45

By Isla
at 2018-01-01T15:48
at 2018-01-01T15:48

By Charlotte
at 2018-01-02T11:18
at 2018-01-02T11:18

By Gilbert
at 2018-01-07T02:45
at 2018-01-07T02:45

By Adele
at 2018-01-08T10:50
at 2018-01-08T10:50

By Anthony
at 2018-01-10T07:09
at 2018-01-10T07:09

By Mary
at 2018-01-10T23:18
at 2018-01-10T23:18

By Ingrid
at 2018-01-13T20:02
at 2018-01-13T20:02

By Lucy
at 2018-01-15T16:29
at 2018-01-15T16:29

By Elizabeth
at 2018-01-17T23:55
at 2018-01-17T23:55

By Selena
at 2018-01-18T03:22
at 2018-01-18T03:22

By Isabella
at 2018-01-21T23:53
at 2018-01-21T23:53

By Bethany
at 2018-01-25T14:25
at 2018-01-25T14:25

By Kelly
at 2018-01-30T10:11
at 2018-01-30T10:11

By Wallis
at 2018-02-02T08:20
at 2018-02-02T08:20

By Elvira
at 2018-02-02T14:53
at 2018-02-02T14:53

By Valerie
at 2018-02-03T15:00
at 2018-02-03T15:00

By Doris
at 2018-02-05T00:55
at 2018-02-05T00:55

By David
at 2018-02-06T02:30
at 2018-02-06T02:30

By Aaliyah
at 2018-02-09T09:56
at 2018-02-09T09:56

By Valerie
at 2018-02-10T15:26
at 2018-02-10T15:26

By Gary
at 2018-02-12T17:38
at 2018-02-12T17:38

By Margaret
at 2018-02-17T10:57
at 2018-02-17T10:57

By Carolina Franco
at 2018-02-22T00:49
at 2018-02-22T00:49

By Mary
at 2018-02-25T22:32
at 2018-02-25T22:32

By Kristin
at 2018-02-28T18:10
at 2018-02-28T18:10

By Dora
at 2018-03-03T15:28
at 2018-03-03T15:28

By Charlotte
at 2018-03-05T13:06
at 2018-03-05T13:06

By Zanna
at 2018-03-08T08:56
at 2018-03-08T08:56

By Ingrid
at 2018-03-10T14:33
at 2018-03-10T14:33

By Annie
at 2018-03-12T00:31
at 2018-03-12T00:31

By Gilbert
at 2018-03-15T23:01
at 2018-03-15T23:01

By Frederica
at 2018-03-19T02:32
at 2018-03-19T02:32

By Victoria
at 2018-03-21T22:48
at 2018-03-21T22:48

By Candice
at 2018-03-25T23:05
at 2018-03-25T23:05

By Quanna
at 2018-03-30T05:24
at 2018-03-30T05:24

By Caitlin
at 2018-04-03T17:16
at 2018-04-03T17:16

By Noah
at 2018-04-04T04:10
at 2018-04-04T04:10

By Charlotte
at 2018-04-07T07:58
at 2018-04-07T07:58

By Agnes
at 2018-04-12T00:42
at 2018-04-12T00:42

By Sierra Rose
at 2018-04-14T16:59
at 2018-04-14T16:59

By Sarah
at 2018-04-19T00:54
at 2018-04-19T00:54

By Tristan Cohan
at 2018-04-21T14:03
at 2018-04-21T14:03

By Queena
at 2018-04-22T02:50
at 2018-04-22T02:50

By Steve
at 2018-04-24T22:26
at 2018-04-24T22:26

By Una
at 2018-04-25T00:44
at 2018-04-25T00:44

By Anonymous
at 2018-04-29T00:47
at 2018-04-29T00:47

By Isla
at 2018-04-30T04:37
at 2018-04-30T04:37

By Wallis
at 2018-05-04T05:00
at 2018-05-04T05:00

By Audriana
at 2018-05-07T11:08
at 2018-05-07T11:08

By Harry
at 2018-05-08T00:01
at 2018-05-08T00:01

By Candice
at 2018-05-10T21:14
at 2018-05-10T21:14

By Robert
at 2018-05-12T23:53
at 2018-05-12T23:53

By Rae
at 2018-05-14T21:07
at 2018-05-14T21:07

By Kyle
at 2018-05-16T19:49
at 2018-05-16T19:49

By Charlie
at 2018-05-18T19:05
at 2018-05-18T19:05

By Linda
at 2018-05-19T02:37
at 2018-05-19T02:37

By Bennie
at 2018-05-22T18:53
at 2018-05-22T18:53

By Lily
at 2018-05-26T17:08
at 2018-05-26T17:08

By Rachel
at 2018-05-30T06:55
at 2018-05-30T06:55

By Linda
at 2018-05-31T05:22
at 2018-05-31T05:22

By Anonymous
at 2018-05-31T19:14
at 2018-05-31T19:14

By Ula
at 2018-06-01T16:11
at 2018-06-01T16:11

By Selena
at 2018-06-06T03:15
at 2018-06-06T03:15

By Frederica
at 2018-06-09T15:51
at 2018-06-09T15:51

By Valerie
at 2018-06-13T12:46
at 2018-06-13T12:46

By Barb Cronin
at 2018-06-18T03:02
at 2018-06-18T03:02

By Yuri
at 2018-06-18T18:42
at 2018-06-18T18:42

By Ursula
at 2018-06-20T17:01
at 2018-06-20T17:01

By Franklin
at 2018-06-22T06:57
at 2018-06-22T06:57

By Skylar DavisLinda
at 2018-06-23T19:37
at 2018-06-23T19:37

By Lauren
at 2018-06-24T03:06
at 2018-06-24T03:06

By Gary
at 2018-06-27T13:01
at 2018-06-27T13:01

By Valerie
at 2018-06-30T00:47
at 2018-06-30T00:47

By Lucy
at 2018-07-02T16:17
at 2018-07-02T16:17

By Hedy
at 2018-07-02T21:45
at 2018-07-02T21:45

By Puput
at 2018-07-04T16:03
at 2018-07-04T16:03

By Audriana
at 2018-07-07T07:20
at 2018-07-07T07:20

By Isabella
at 2018-07-08T03:51
at 2018-07-08T03:51

By Hedy
at 2018-07-10T23:00
at 2018-07-10T23:00

By Leila
at 2018-07-11T17:59
at 2018-07-11T17:59

By Candice
at 2018-07-15T11:43
at 2018-07-15T11:43

By Barb Cronin
at 2018-07-20T08:42
at 2018-07-20T08:42

By Selena
at 2018-07-24T06:34
at 2018-07-24T06:34
Related Posts
從定存股想進化成作價差該朝何方向學習??

By Anonymous
at 2017-12-15T17:09
at 2017-12-15T17:09
未上市股票-台積電旗下采鈺科技

By Victoria
at 2017-12-15T17:05
at 2017-12-15T17:05
先進光違反重訊規定 櫃買中心開罰10萬元

By Liam
at 2017-12-15T15:59
at 2017-12-15T15:59
2439美律

By Michael
at 2017-12-15T15:38
at 2017-12-15T15:38
台灣50指數成分股 調整[尾爆神秘量之解]

By Rebecca
at 2017-12-15T15:24
at 2017-12-15T15:24