鴻海股價超慘!謝金河曝郭董兩大罩門 - 股票

By Ethan
at 2018-10-20T21:02
at 2018-10-20T21:02
Table of Contents
鴻海的策略應該不能算錯吧
這種規模龐大 低毛利的企業
賺錢的部門留在母公司效益並不明顯
而且科技業產品周期短 最賺的常是產品早期
接下來就聽天命了 不趁此上市賺一筆要等何時?
鴻海會下滑 主因為本業已經沒有什麼前景成長可言了
這點誰來做都是無法避免的
鴻海的強項也不是研發 而是成本控管跟組裝
製造業跟技術發思維本來就不一樣了
雖然大家都知道以目前的環境要提升技術能力才有未來
但轉換也不是那麼容易 甚至可能永遠不會成功
這也不能說那一種思維就比較好 是看所處年代需要那一種人
郭董正好就遇到適合他的年代 也有好好把握
時代改變也不是他能決定的
況且既然注定要走下坡了 分拆瘦身也不見得不好
船小才好掉頭
我這幾天還想到 鴻海要拆FII上市A股
說不定就是要連本業都賺這最後一波行情
可以看到FII上市不久後真的有一段蜜月期
也跟其它子公司一樣又落底
連日趨下滑的本業都可以榨出這麼高的價值
而鴻海本身轉為控股公司 算是進可攻退可守
不會永遠被定型為低階代工
這樣何必繼續當航空母鑑呢?
--
這種規模龐大 低毛利的企業
賺錢的部門留在母公司效益並不明顯
而且科技業產品周期短 最賺的常是產品早期
接下來就聽天命了 不趁此上市賺一筆要等何時?
鴻海會下滑 主因為本業已經沒有什麼前景成長可言了
這點誰來做都是無法避免的
鴻海的強項也不是研發 而是成本控管跟組裝
製造業跟技術發思維本來就不一樣了
雖然大家都知道以目前的環境要提升技術能力才有未來
但轉換也不是那麼容易 甚至可能永遠不會成功
這也不能說那一種思維就比較好 是看所處年代需要那一種人
郭董正好就遇到適合他的年代 也有好好把握
時代改變也不是他能決定的
況且既然注定要走下坡了 分拆瘦身也不見得不好
船小才好掉頭
我這幾天還想到 鴻海要拆FII上市A股
說不定就是要連本業都賺這最後一波行情
可以看到FII上市不久後真的有一段蜜月期
也跟其它子公司一樣又落底
連日趨下滑的本業都可以榨出這麼高的價值
而鴻海本身轉為控股公司 算是進可攻退可守
不會永遠被定型為低階代工
這樣何必繼續當航空母鑑呢?
--
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