[標的] 超豐第二-台光電已回收
1. 標的:台光電(2383)
2. 進場理由
a.基本面:PCB板的上游,間接打入蘋果,小米供應鏈
b.技術面:箱型震盪
c.籌碼面:外資一直吃貨,投信偶爾會買很多
d.消息面:Q2 eps 0.95比預期好,H1 eps 1.75
3. 進場價格:36
4. 停損價格:33
這檔是女友的朋友推薦的,她在欣興當小主管,聽他說台光電的CCL技術很強,所以
幾乎所有PCB廠都是台光電的客戶,7月營收看起來有明顯的增加,未來兩個月還是
看好,我認為他是超豐第二,放著慢慢會漲到40塊吧~推薦給大家
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 123.195.48.68
※ 文章網址: http://www.ptt.cc/bbs/Stock/M.1407765598.A.EF1.html
推
08/11 22:03, , 1F
08/11 22:03, 1F
推
08/11 22:05, , 2F
08/11 22:05, 2F
→
08/11 22:05, , 3F
08/11 22:05, 3F
推
08/11 22:09, , 4F
08/11 22:09, 4F
→
08/11 22:09, , 5F
08/11 22:09, 5F
推
08/11 22:20, , 6F
08/11 22:20, 6F
推
08/11 22:21, , 7F
08/11 22:21, 7F
→
08/11 22:21, , 8F
08/11 22:21, 8F
推
08/11 22:24, , 9F
08/11 22:24, 9F
推
08/11 22:25, , 10F
08/11 22:25, 10F
→
08/11 22:25, , 11F
08/11 22:25, 11F
推
08/11 22:37, , 12F
08/11 22:37, 12F
推
08/11 22:38, , 13F
08/11 22:38, 13F
→
08/11 22:40, , 14F
08/11 22:40, 14F
→
08/11 23:39, , 15F
08/11 23:39, 15F
→
08/12 09:23, , 16F
08/12 09:23, 16F
推
08/12 11:31, , 17F
08/12 11:31, 17F
推
08/12 13:37, , 18F
08/12 13:37, 18F
推
01/27 09:52, , 19F
01/27 09:52, 19F
Stock 近期熱門文章
41
117
PTT職涯區 即時熱門文章