[標的] 6269 台郡
1. 標的：6269 台郡
2. 分類：多
3. 分析/正文：
台郡8月營收比較去年同期增加15.38%，年增11.72%
股價反跌，看起來是利多出盡，但外資連買8天，
預估iPhone8上市後Q3財報可望成長，
下半年營收可望創歷史新高。
iPhone無線充電全系列搭配，
台郡取得軟板高訂單比重受惠新款iPhone無線充電
全系列搭配，台郡積極爭取訂單，取得主要供應商資格。
第4季營收持續向上，受到iPhone拉貨遞延，
營運高峰將比2016年晚4~6周，未來兩季度創歷史新高，
單月營收有機會突破30億元。以獲利能力來看，
因線路要求更細，及雷射鑽孔數量增加，若良率穩定，
預估獲利能力將優於去年同期。
台郡為PCB產業龍頭，預計iPhone8上後能吃到甜頭。
4. 進退場機制：(非長期投資者，必須有停損機制)
季線間可分批買進，
跌破年線停損，
150以上停利。
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.164.9.252
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1505134835.A.984.html
※ 編輯: meibear (49.219.133.32), 09/11/2017 21:01:35
推
09/11 21:01, , 1F
09/11 21:01, 1F
→
09/11 21:01, , 2F
09/11 21:01, 2F
※ 編輯: meibear (49.219.133.32), 09/11/2017 21:02:10
→
09/11 21:03, , 3F
09/11 21:03, 3F
→
09/11 21:05, , 4F
09/11 21:05, 4F
推
09/11 21:06, , 5F
09/11 21:06, 5F
※ 編輯: meibear (49.219.133.32), 09/11/2017 21:09:26
推
09/11 21:10, , 6F
09/11 21:10, 6F
※ 編輯: meibear (1.164.9.252), 09/11/2017 21:10:43
→
09/11 21:14, , 7F
09/11 21:14, 7F
→
09/11 21:22, , 8F
09/11 21:22, 8F
推
09/11 21:28, , 9F
09/11 21:28, 9F
推
09/11 21:30, , 10F
09/11 21:30, 10F
推
09/11 21:31, , 11F
09/11 21:31, 11F
→
09/11 21:42, , 12F
09/11 21:42, 12F
推
09/11 21:51, , 13F
09/11 21:51, 13F
推
09/11 21:53, , 14F
09/11 21:53, 14F
→
09/11 22:00, , 15F
09/11 22:00, 15F
推
09/11 22:08, , 16F
09/11 22:08, 16F
→
09/11 22:24, , 17F
09/11 22:24, 17F
推
09/11 22:28, , 18F
09/11 22:28, 18F
推
09/11 22:49, , 19F
09/11 22:49, 19F
噓
09/11 22:50, , 20F
09/11 22:50, 20F
→
09/11 23:08, , 21F
09/11 23:08, 21F
推
09/11 23:11, , 22F
09/11 23:11, 22F
推
09/11 23:34, , 23F
09/11 23:34, 23F
推
09/11 23:38, , 24F
09/11 23:38, 24F
推
09/11 23:46, , 25F
09/11 23:46, 25F
推
09/11 23:47, , 26F
09/11 23:47, 26F
推
09/11 23:54, , 27F
09/11 23:54, 27F
推
09/12 00:07, , 28F
09/12 00:07, 28F
→
09/12 08:05, , 29F
09/12 08:05, 29F
推
09/13 11:19, , 30F
09/13 11:19, 30F
推
09/13 13:51, , 31F
09/13 13:51, 31F
推
09/13 15:25, , 32F
09/13 15:25, 32F
→
09/13 15:25, , 33F
09/13 15:25, 33F
推
09/13 16:56, , 34F
09/13 16:56, 34F
→
09/13 16:56, , 35F
09/13 16:56, 35F
推
09/13 19:12, , 36F
09/13 19:12, 36F
推
09/13 20:26, , 37F
09/13 20:26, 37F
推
09/13 21:37, , 38F
09/13 21:37, 38F
推
09/18 17:14, , 39F
09/18 17:14, 39F
推
09/20 21:50, , 40F
09/20 21:50, 40F
討論串 (同標題文章)
Stock 近期熱門文章
PTT職涯區 即時熱門文章