1. 標的:4916事欣科
2. 分類:請益
3. 分析/正文:
(1)基本面: 今年上半年已經轉虧為盈,下半年工業電腦旺季.
7月後盈收將月月增也年增,預估全年EPS 3.25
http://udn.com/news/story/7253/1821853
目前本益比約11.8,遠低於同業平均16/17,
若EPS16, 合理股價應該是52
(2)消息面:
A.事欣科上半年獲利超標 下半年更好
http://udn.com/news/story/7253/1897262
B.《類股》美G2E展將登場,博弈廠迎旺季
C.9/10前公布8月營收
(3)技術面:a、0902不知為何單日被放空500多張(之前單日成交量一日平均也才600)
一堆融資被斷頭被迫賣出Q.Q
b、線形今天來到今年起漲點後最低
(4)籌碼面:1.卷資比來到今年新高接近40%,融資被殺得亂七八糟
2.外資這二天開轉賣為買
3.主力由55元一路賣到現在(養套殺?)
4. 進退場機制:
今天已進兩張38.5,未來越跌越加碼,
因為已經來到起漲後今年最低點,打算長期投資
不過想請教各位為何這隻股票沒事會莫名其妙一個月內股價跌3成以上?
是有人得知不利消息先放空還是單純被禿鷹襲擊?
各位股板先進覺得現在是最低點買進值得壓身家尬空?
還是沒有最低只有更低?
謝謝前輩教導
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1472827267.A.F10.html
噓
09/02 22:42, , 1F
09/02 22:42, 1F
所以現在呢?
推
09/02 22:45, , 2F
09/02 22:45, 2F
現在值得買進嗎?
推
09/02 22:45, , 3F
09/02 22:45, 3F
預估全年eps3.25,股價只值20?
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09/02 22:46, , 4F
09/02 22:46, 4F
那時我也出脫一些,不過還是有一些被套牢,現想加碼攤平前輩覺得呢?
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09/02 22:52, , 5F
09/02 22:52, 5F
但是聽公司派說今年營收跟毛利是月月增,前輩覺得呢?
推
09/02 22:56, , 6F
09/02 22:56, 6F
跟市場唱反調是需要很大勇氣,高風險高報酬不過醫不小心就被斷頭
前輩覺得該壓身家嗎?
→
09/02 22:57, , 7F
09/02 22:57, 7F
38.5/估計全年eps3.25
推
09/02 23:02, , 8F
09/02 23:02, 8F
前輩看好的理由是?要重壓嗎?
推
09/02 23:02, , 9F
09/02 23:02, 9F
有嗎?在哪?
推
09/02 23:03, , 10F
09/02 23:03, 10F
因為8月營收一公布只會大漲或大跌,都跟來不急,前輩有買嗎?還是還在觀望?
推
09/02 23:08, , 11F
09/02 23:08, 11F
謝前輩
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09/02 23:09, , 12F
09/02 23:09, 12F
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09/02 23:09, , 13F
09/02 23:09, 13F
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09/02 23:11, , 14F
09/02 23:11, 14F
盈收增加是併購
但併購列入後8月營收沒道理不增加阿?
若併購一堆盈收還不增加那就糗了
不過也不至於單日融卷道500多張吧
覺得奇怪??????
推
09/02 23:12, , 15F
09/02 23:12, 15F
→
09/02 23:12, , 16F
09/02 23:12, 16F
前輩說得很對
所以觀望不加碼還是重押賭賭看尬空呢?
推
09/02 23:18, , 17F
09/02 23:18, 17F
前輩說得好我只是看公司派消息而忽略很多
不過未來的獲利是否穩定很難說歐
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09/02 23:19, , 18F
09/02 23:19, 18F
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09/02 23:20, , 19F
09/02 23:20, 19F
那前輩覺得這隻股票周一可加碼嗎?
推
09/02 23:20, , 20F
09/02 23:20, 20F
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09/02 23:20, , 21F
09/02 23:20, 21F
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09/02 23:20, , 22F
09/02 23:20, 22F
說要小心的原因是?
我也覺得殺的莫名其妙
是反向加碼好時機還是還會更低?
推
09/02 23:27, , 23F
09/02 23:27, 23F
說得好因為已經買很多套牢在裡面了
想攤平不然只好停損了Q.Q
※ 編輯: tazac (61.230.120.209), 09/02/2016 23:29:37
推
09/02 23:32, , 24F
09/02 23:32, 24F
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09/02 23:39, , 25F
09/02 23:39, 25F
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09/03 00:00, , 26F
09/03 00:00, 26F
是預估推估不知是否成真?
推
09/03 00:03, , 27F
09/03 00:03, 27F
如何得出此推論?
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09/03 00:05, , 28F
09/03 00:05, 28F
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09/03 00:06, , 29F
09/03 00:06, 29F
→
09/03 00:08, , 30F
09/03 00:08, 30F
大戶減少代表?
推
09/03 00:22, , 31F
09/03 00:22, 31F
認賠殺出?
推
09/03 00:47, , 32F
09/03 00:47, 32F
→
09/03 00:47, , 33F
09/03 00:47, 33F
是擔心漲停買不到
還是我想太多?
推
09/03 00:51, , 34F
09/03 00:51, 34F
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09/03 00:51, , 35F
09/03 00:51, 35F
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09/03 00:51, , 36F
09/03 00:51, 36F
→
09/03 00:51, , 37F
09/03 00:51, 37F
對a那何時看出主力大買?
→
09/03 01:36, , 38F
09/03 01:36, 38F
推
09/03 01:49, , 39F
09/03 01:49, 39F
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09/03 01:53, , 40F
09/03 01:53, 40F
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09/03 01:56, , 41F
09/03 01:56, 41F
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09/03 01:57, , 42F
09/03 01:57, 42F
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09/03 01:58, , 43F
09/03 01:58, 43F
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09/03 02:00, , 44F
09/03 02:00, 44F
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09/03 02:00, , 45F
09/03 02:00, 45F
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09/03 02:04, , 46F
09/03 02:04, 46F
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09/03 02:05, , 47F
09/03 02:05, 47F
基礎面很好的公司為何技術面如此差勁?
真是不解
有人可解釋嗎?
推
09/03 02:51, , 48F
09/03 02:51, 48F
股票不漲大戶賺什?
※ 編輯: tazac (61.230.120.209), 09/03/2016 03:00:00
推
09/03 06:49, , 49F
09/03 06:49, 49F
推
09/03 07:32, , 50F
09/03 07:32, 50F
→
09/03 07:32, , 51F
09/03 07:32, 51F
→
09/03 07:33, , 52F
09/03 07:33, 52F
推
09/03 08:00, , 53F
09/03 08:00, 53F
→
09/03 08:00, , 54F
09/03 08:00, 54F
推
09/03 09:50, , 55F
09/03 09:50, 55F
推
09/03 09:58, , 56F
09/03 09:58, 56F
→
09/03 09:58, , 57F
09/03 09:58, 57F
→
09/03 10:46, , 58F
09/03 10:46, 58F
→
09/03 10:47, , 59F
09/03 10:47, 59F
推
09/03 11:35, , 60F
09/03 11:35, 60F
噓
09/03 13:50, , 61F
09/03 13:50, 61F
→
09/03 13:50, , 62F
09/03 13:50, 62F
→
09/03 13:52, , 63F
09/03 13:52, 63F
→
09/03 14:02, , 64F
09/03 14:02, 64F
→
09/03 14:02, , 65F
09/03 14:02, 65F
推
09/03 14:44, , 66F
09/03 14:44, 66F
→
09/03 14:45, , 67F
09/03 14:45, 67F
→
09/03 14:45, , 68F
09/03 14:45, 68F
推
09/03 17:44, , 69F
09/03 17:44, 69F
推
09/03 22:43, , 70F
09/03 22:43, 70F
→
09/03 22:43, , 71F
09/03 22:43, 71F
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