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@chairco
Last active August 4, 2020 06:42
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台股觀察記錄

2020/7/2

仁寶(2324)

  • 投信除 7/1 賣外連買 10 日,且籌碼集中度 一日: 37.24%, 三日: 8.17%。主要一日與三日購買券商為合庫、台灣匯立、統一、元大皆為千張
  • 除權息日期為 7/17,現金配息 1.2 元,以 7/2 收盤 19.6 元,換算後大約 6.12% 殖利率
  • 低點 15 元到 19 元大約 26% 漲幅(落後其他相同產業)
  • 歷史來看除息時價位大約都落在 19.x 元,填息不定,但每年大概都有填息
  • 股本過大,大約四百萬張
  • 外資持有部位大,投信持有部位小
  • 本業沒有特別亮眼,沒有接到蘋果主力產品
  • 目前主力開始發動第二天,可以小接兩張試試

2020/8/4

仁寶(2324)

  • 經過一個月後,證明籌碼集中度只能做為參考
  • 7/17 除權息後市場走弱,當天又爆大量代表後勢看空
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