[標的] 聯強 2347 多
看板Stock (股票)作者ayau (so much to learn)時間7年前 (2017/09/21 22:12)推噓41(41推 0噓 25→)留言66則, 29人參與討論串2/4 (看更多)
1. 標的： 2347 聯強
2. 分類：多
3. 分析/正文：
聯強本業跟海外轉投資狀況都相當樂觀
今年/明年的獲利成長幅度相當不錯，預估EPS達 3.5/ 3.8~3.9
配息方面，去年是受到人民幣大貶值，而導致獲利配發不出來，今年僅配1塊
但今年人民幣表現強，相對台幣未出現明顯貶值
明年聯強不會有匯率問題，可能會配到3元的息，殖利率達8%以上
本業方面第三季營收將創歷史新高，而且因為各大手機大廠 第四季 密集推旗艦機
將帶動整體營運表現持續創新高，股價仍在相當低檔區，本益比不到10倍
而且今年本業、海外轉投資獲利大好，約年成長18%，成長幅度是近年最高的
由於海外轉投資獲利近年持續快速成長，預期2018年仍將維持兩位數獲利成長幅度
外資近幾個月來持續站在買方，增持7萬張 股票，投信自營也開始在買進，
技術面線型轉強，呈現多頭排列，預期將隨著營收創高而帶動法人更積極買盤
預期股價會往45走，增值空間仍相當大
4. 進退場機制：(非長期投資者，必須有停損機制)
抓33的價位可考慮停損
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※ 編輯: ayau (61.70.242.223), 09/21/2017 22:56:33
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