1. 標的:2741 老四川
2. 分類:多/空/請益/心得
多
3. 分析/正文:
1. 經歷了前幾年的食安風暴,今年上半年獲利重新回到成長的軌道,冷氣團發威概念股
。
2. 超級比一比:
王品:毛利 50.4% 營利率 7.65%
漢來美食:毛利 43.21% 營利率 9.43%
美食-KY:毛利 59.04% 營利率 11.48%
天蔥:毛利 47.86% 營利率 -1.97%
瓦城:毛利 53.83% 營利率 11.36%
老四川:毛利 45.05% 營利率 14.74%
短評(1): 吃過各家的個人感覺,毛利越高的越難吃 {主觀意識,不代表大眾意見}
短評(2): 老四川的管銷費用控制較好,營利率最高,比較能夠將營收擴大的效益反應在
獲利上。
3. 預估獲利:
2016 H2 EPS: 3.83
合計206 全年EPS 6.1
3. 今年獲利站穩後,不排除明年重新遞件申請上櫃,搭上蜜月行情。
4. 進退場機制:(非長期投資者,必須有停損機制)
進場價位:85 以下都可買
目標價位:6.1 * 20 = 122
停損價位:一年期投資
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