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> 茂矽很爛嗎? 比較比較 你可能會很吃驚! [傳產龍頭股] I
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瀏覽4,348 ｜回應26｜推薦0 |
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本處所謂
>>績優股(電子股)>庫藏%數與外資持有%數
為 <摩根概念> <台灣50> 三類的綜合
其與茂矽的比較
原始資料來自
---------------------------------------
12/22分析>績優股(傳產股)>庫藏數與外資持有數
cathy20048 2004/12/22 09:28
https://city.udn.com/v1/city/forum/article.jsp?aid=1106921&tpno=0&no=3446
---------------------------------------
此處增訂
去年第三季EPS 與 本日收盤
下表為原始表
隨於本文之後的其他比較
都來自下表
==============================
傳產股____________外資_2004年_1/10
__編號___庫藏股___持有_第3季__收盤
__名稱_____[%]____[%]_EPS(元)_[元]
1102亞泥___70.09_10.86__0.78__21.6
1216統一___65.90__7.74__0.14__15.9
1301台塑___68.84_12.26__1.98__52.5
1303南亞___74.77__8.10__1.61__46.7
1310台苯___41.15__7.89__0.78__23.4
1402遠紡___76.04_17.01__0.52__23.9
1434福懋___73.80_10.63__0.62__16.1
1451年興___72.74__4.92__0.66__31.5
1503士電___57.82_18.64__0.26__21.1
1504東元___53.96__4.47__0.14__10.25
1604聲寶___52.38_10.35_-0.11*__7.05
1605華新___53.94_12.21__0.30__16.4
1710東聯___56.06__0.43__1.22__33.8
1717長興___79.13__0.14__0.64__21.5
1802台玻___78.25__4.72__0.92__29.4
2002中鋼___49.68__7.83__1.46__35.0
2105正新___79.80__1.04__0.63__39.8
2201裕隆___58.68_36.54__0.88__36.5
2204中華車_71.64_18.37__0.72__39.8
2501國建___57.08__5.35__0.04__19.0
2515中工___25.71__0.91__0.14___6.50
2526大陸___37.57__3.85__0.63__16.9
2603長榮___72.33_28.71__1.91__30.3
2609陽明___59.14__7.09__1.42__29.7
2610華航___83.84__0.73__0.72__18.3
2615萬海___79.23_18.31__1.37__31.4
2618長榮航_33.64_23.72__0.47__15.9
2912統一超__0.94_29.89__0.93__51.0
9904寶成___47.54_37.48__0.79__27.6
9915億豐____1.29_34.00__1.12__48.0
9917中保___35.44_46.81__0.72__37.9
9921巨大___14.92_31.15__0.95__57.0
---------------------------------------------
2342茂矽___21.95_22.77__0.40___2.43
=======================================
EPS資料來源:
http://yamstock.megatime.com.tw/asp/stockinfo/GetReport.asp?select_table=html\bqis\R_&stockid=2408&name1=D5&index1=2
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>比較比較[傳產龍頭股] 累計前三季EPS [III]
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解讀二:
除開價位被高估或是低估的
巨大 億豐 華新
前三季EPS在3元以上的個股
股價大致在35元上下
傳產股____________外資_2004年_1/10__2004年
__編號___庫藏股___持有_第3季__收盤__前三季
__名稱_____[%]____[%]_EPS(元)_[元]__EPS(元)
2603長榮___72.33_28.71__1.91__30.3___3.93
2204中華車_71.64_18.37__0.72__39.8___3.86
2002中鋼___49.68__7.83__1.46__35.0___3.76
9921巨大___14.92_31.15__0.95__57.0___3.39ˇ
2201裕隆___58.68_36.54__0.88__36.5___3.36
9915億豐____1.29_34.00__1.12__48.0___3.34ˇ
2609陽明___59.14__7.09__1.42__29.7___3.32
1710東聯___56.06__0.43__1.22__33.8___3.12
1605華新___53.94_12.21__0.30__16.4___3.04ˇ
=========================================
解讀三:
前三季EPS在3元以上的個股
股價大致在35元上下
若以此為準
前三季EPS在3元以下的個股
股價就應該在35元之下
在此我們可以看出
統一超與中保
是被高估的
---------------------------------------------
2615萬海___79.23_18.31__1.37__31.4___2.92
1102亞泥___70.09_10.86__0.78__21.6___2.59
2912統一超__0.94_29.89__0.93__51.0___2.50ˇ
9917中保___35.44_46.81__0.72__37.9___2.27ˇ
1402遠紡___76.04_17.01__0.52__23.9___2.20
1451年興___72.74__4.92__0.66__31.5___2.17
=============================================
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>比較比較[傳產龍頭股] 累計前三季EPSII
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前文之表按照編號排列順序
下表已更動為
2004年累計前三季EPS大小排列順序
緊接其後的是
對這張表的解讀:
==========================================
傳產股____________外資_2004年_1/10__2004年
__編號___庫藏股___持有_第3季__收盤__前三季
__名稱_____[%]____[%]_EPS(元)_[元]__EPS(元)
1301台塑___68.84_12.26__1.98__52.5___4.91
1303南亞___74.77__8.10__1.61__46.7___4.24
---------------------------------------------
2603長榮___72.33_28.71__1.91__30.3___3.93
2204中華車_71.64_18.37__0.72__39.8___3.86
2002中鋼___49.68__7.83__1.46__35.0___3.76
9921巨大___14.92_31.15__0.95__57.0___3.39
2201裕隆___58.68_36.54__0.88__36.5___3.36
9915億豐____1.29_34.00__1.12__48.0___3.34
2609陽明___59.14__7.09__1.42__29.7___3.32
1710東聯___56.06__0.43__1.22__33.8___3.12
1605華新___53.94_12.21__0.30__16.4___3.04
---------------------------------------------
2615萬海___79.23_18.31__1.37__31.4___2.92
1102亞泥___70.09_10.86__0.78__21.6___2.59
2912統一超__0.94_29.89__0.93__51.0___2.50
9917中保___35.44_46.81__0.72__37.9___2.27
1402遠紡___76.04_17.01__0.52__23.9___2.20
1451年興___72.74__4.92__0.66__31.5___2.17
---------------------------------------------
9904寶成___47.54_37.48__0.79__27.6___1.91
1802台玻___78.25__4.72__0.92__29.4___1.88
2105正新___79.80__1.04__0.63__39.8___1.72
2526大陸___37.57__3.85__0.63__16.9___1.70
1717長興___79.13__0.14__0.64__21.5___1.59
1310台苯___41.15__7.89__0.78__23.4___1.32
2610華航___83.84__0.73__0.72__18.3___1.13
---------------------------------------------
2342茂矽___21.95_22.77__0.40___2.43__1.12
---------------------------------------------
1434福懋___73.80_10.63__0.62__16.1___1.00
---------------------------------------------
2618長榮航_33.64_23.72__0.47__15.9___0.89
1503士電___57.82_18.64__0.26__21.1___0.76
1216統一___65.90__7.74__0.14__15.9___0.53
1504東元___53.96__4.47__0.14__10.25__0.36
2515中工___25.71__0.91__0.14___6.50__0.17
2501國建___57.08__5.35__0.04__19.0___0.12
---------------------------------------------
1604聲寶___52.38_10.35_-0.11*__7.05_-0.12*
==========================================
解讀一:
EPS賺4元以上的價位
是50元上下的 台塑 南亞
若是以此為準的話
顯然 巨大與億豐是高估了 不是嗎?
反過來說 華新是被低估了 不是嗎?
==========================================
傳產股____________外資_2004年_1/10__2004年
__編號___庫藏股___持有_第3季__收盤__前三季
__名稱_____[%]____[%]_EPS(元)_[元]__EPS(元)
1301台塑___68.84_12.26__1.98__52.5___4.91
1303南亞___74.77__8.10__1.61__46.7___4.24
---------------------------------------------
2603長榮___72.33_28.71__1.91__30.3___3.93
2204中華車_71.64_18.37__0.72__39.8___3.86
2002中鋼___49.68__7.83__1.46__35.0___3.76
9921巨大___14.92_31.15__0.95__57.0___3.39ˇ
2201裕隆___58.68_36.54__0.88__36.5___3.36
9915億豐____1.29_34.00__1.12__48.0___3.34ˇ
2609陽明___59.14__7.09__1.42__29.7___3.32
1710東聯___56.06__0.43__1.22__33.8___3.12
1605華新___53.94_12.21__0.30__16.4___3.04ˇ
============================================
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本處所謂
>>績優股(電子股)>庫藏%數與外資持有%數
為 摩根概念股 台灣50 Smart 21 三類的綜合
其與茂矽的比較
原始資料來自
---------------------------------------
12/22分析>績優股(傳產股)>庫藏數與外資持有數
cathy20048 2004/12/22 09:28
https://city.udn.com/v1/city/forum/article.jsp?aid=1106921&tpno=0&no=3446
---------------------------------------
此處增訂
去年前三季EPS
下表為原始表
隨於本文之後的其他比較
都來自下表
===========================================
傳產股____________外資_2004年_1/10__2004年
__編號___庫藏股___持有_第3季__收盤__前三季
__名稱_____[%]____[%]_EPS(元)_[元]__EPS(元)
1102亞泥___70.09_10.86__0.78__21.6___2.59
1216統一___65.90__7.74__0.14__15.9___0.53
1301台塑___68.84_12.26__1.98__52.5___4.91
1303南亞___74.77__8.10__1.61__46.7___4.24
1310台苯___41.15__7.89__0.78__23.4___1.32
1402遠紡___76.04_17.01__0.52__23.9___2.20
1434福懋___73.80_10.63__0.62__16.1___1.00
1451年興___72.74__4.92__0.66__31.5___2.17
1503士電___57.82_18.64__0.26__21.1___0.76
1504東元___53.96__4.47__0.14__10.25__0.36
1604聲寶___52.38_10.35_-0.11*__7.05_-0.12
1605華新___53.94_12.21__0.30__16.4___3.04
1710東聯___56.06__0.43__1.22__33.8___3.12
1717長興___79.13__0.14__0.64__21.5___1.59
1802台玻___78.25__4.72__0.92__29.4___1.88
2002中鋼___49.68__7.83__1.46__35.0___3.76
2105正新___79.80__1.04__0.63__39.8___1.72
2201裕隆___58.68_36.54__0.88__36.5___3.36
2204中華車_71.64_18.37__0.72__39.8___3.86
2501國建___57.08__5.35__0.04__19.0___0.12
2515中工___25.71__0.91__0.14___6.50__0.17
2526大陸___37.57__3.85__0.63__16.9___1.70
2603長榮___72.33_28.71__1.91__30.3___3.93
2609陽明___59.14__7.09__1.42__29.7___3.32
2610華航___83.84__0.73__0.72__18.3___1.13
2615萬海___79.23_18.31__1.37__31.4___2.92
2618長榮航_33.64_23.72__0.47__15.9___0.89
2912統一超__0.94_29.89__0.93__51.0___2.50
9904寶成___47.54_37.48__0.79__27.6___1.91
9915億豐____1.29_34.00__1.12__48.0___3.34
9917中保___35.44_46.81__0.72__37.9___2.27
9921巨大___14.92_31.15__0.95__57.0___3.39
---------------------------------------------
2342茂矽___21.95_22.77__0.40___2.43__1.12
==========================================
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> 茂矽很爛嗎? 比較比較 你可能會很吃驚! [傳產龍頭股] I V
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解讀四:
茂矽的EPS都在這以下7檔之上
甚至聲寶的EPS還是負值!
難道茂矽還不值15元嗎?
==================================
2342茂矽___21.95_22.77__0.40___2.43
---------------------------------------------
1605華新___53.94_12.21__0.30__16.4
1503士電___57.82_18.64__0.26__21.1
1504東元___53.96__4.47__0.14__10.25
1216統一___65.90__7.74__0.14__15.9
2515中工___25.71__0.91__0.14___6.50
2501國建___57.08__5.35__0.04__19.0
1604聲寶___52.38_10.35_-0.11*__7.05
============================
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茂矽很爛嗎? 比較比較 你可能會很吃驚! [傳產龍頭股] III
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解讀三:
1102亞泥___70.09_10.86__0.78__21.6
1310台苯___41.15__7.89__0.78__23.4
此兩檔股票EPS相同
但價位不同 如何解釋?
按照基本面而言
此二檔股票已經在同一價區
價位稍許不同
乃是籌碼面因素
使得供需彈性有上下
可是下例就值得討論:
2204中華車_71.64_18.37__0.72__39.8
2610華航___83.84__0.73__0.72__18.3ˇ
9917中保___35.44_46.81__0.72__37.9
華航的EPS與其他兩檔股票相同
價位卻不在35-40元之間
從某種角度視之
這就是偏低的股票
同以上的情形還有
正新也是有高估的情形:
1717長興___79.13__0.14__0.64__21.5
2105正新___79.80__1.04__0.63__39.8ˇ
2526大陸___37.57__3.85__0.63__16.9
1434福懋___73.80_10.63__0.62__16.1
再如中工
似乎都應該回到10-15元的價區:
而國建似乎應在10元以下:
1504東元___53.96__4.47__0.14__10.25
1216統一___65.90__7.74__0.14__15.9
2515中工___25.71__0.91__0.14___6.50ˇ
2501國建___57.08__5.35__0.04__19.0 ˇ
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> 茂矽很爛嗎? 比較比較 你可能會很吃驚! [傳產龍頭股] II
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推薦0 |
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前文之表按照編號排列順序
下表已更動為EPS大小排列順序
緊接其後的是
對這張表的解讀:
============================
傳產股____________外資_2004年_1/10
__編號___庫藏股___持有_第3季__收盤
__名稱_____[%]____[%]_EPS(元)_[元]
1301台塑___68.84_12.26__1.98__52.5
2603長榮___72.33_28.71__1.91__30.3
1303南亞___74.77__8.10__1.61__46.7
2002中鋼___49.68__7.83__1.46__35.0
2609陽明___59.14__7.09__1.42__29.7
9915億豐____1.29_34.00__1.12__48.0
2615萬海___79.23_18.31__1.37__31.4
1710東聯___56.06__0.43__1.22__33.8
------------------------------------------------
9921巨大___14.92_31.15__0.95__57.0
2912統一超__0.94_29.89__0.93__51.0
1802台玻___78.25__4.72__0.92__29.4
2201裕隆___58.68_36.54__0.88__36.5
9904寶成___47.54_37.48__0.79__27.6
1102亞泥___70.09_10.86__0.78__21.6
1310台苯___41.15__7.89__0.78__23.4
2204中華車_71.64_18.37__0.72__39.8
2610華航___83.84__0.73__0.72__18.3
9917中保___35.44_46.81__0.72__37.9
1451年興___72.74__4.92__0.66__31.5
1717長興___79.13__0.14__0.64__21.5
2105正新___79.80__1.04__0.63__39.8
2526大陸___37.57__3.85__0.63__16.9
1434福懋___73.80_10.63__0.62__16.1
1402遠紡___76.04_17.01__0.52__23.9
2618長榮航_33.64_23.72__0.47__15.9
---------------------------------------------
2342茂矽___21.95_22.77__0.40___2.43
---------------------------------------------
1605華新___53.94_12.21__0.30__16.4
1503士電___57.82_18.64__0.26__21.1
1504東元___53.96__4.47__0.14__10.25
1216統一___65.90__7.74__0.14__15.9
2515中工___25.71__0.91__0.14___6.50
2501國建___57.08__5.35__0.04__19.0
1604聲寶___52.38_10.35_-0.11*__7.05
============================
解讀一:
可以從此看出
巨大與統一超是被高估的:
先不談統一超
就巨大而言
個人前文不妨瞧瞧:
------------------------------------
>>回應>> k281: 9921巨大創新高 B
cathy20048 2005/01/06 19:55
https://city.udn.com/v1/city/forum/article.jsp?aid=1119560&tpno=0&raid=1122470&no=3446&t=t#rep1122470
===================================
傳產股____________外資_2004年_1/10
__編號___庫藏股___持有_第3季__收盤
__名稱_____[%]____[%]_EPS(元)_[元]
1301台塑___68.84_12.26__1.98__52.5
2603長榮___72.33_28.71__1.91__30.3
1303南亞___74.77__8.10__1.61__46.7
2002中鋼___49.68__7.83__1.46__35.0
2609陽明___59.14__7.09__1.42__29.7
9915億豐____1.29_34.00__1.12__48.0
2615萬海___79.23_18.31__1.37__31.4
1710東聯___56.06__0.43__1.22__33.8
------------------------------------------------
9921巨大___14.92_31.15__0.95__57.0ˇ
2912統一超__0.94_29.89__0.93__51.0ˇ
1802台玻___78.25__4.72__0.92__29.4
2201裕隆___58.68_36.54__0.88__36.5
...
===================================
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