奕達國際(2662)剛公佈上市後首個中期業績，不差，但公佈後股價大跌，之前由$2.1炒到$3.8炒過籠；預期每股盈利$0.3。奕達為中國印刷線路板裝配業首屈一指，並擁有特別技術，很多日本大客，如Toshiba、Konica Minolta、Panasonic等。此股現價$2.9，即50天平均線，已回落了之前升幅的50%，目標價以預期PE15計可見$4.5，值得留意，中高風險。
聯洲珠寶(926)從事歐洲珠寶，業績不賴；傳統莊家股，同系聯洲國際(48)已率先炒上，此股落後有說因大户將可換股債券不斷換股沽貨所致；筆者留意此股多時，一直不明為何升不止，股價上週現突破，預期每股盈利$0.23，PE10可見$2.3，高風險。
最近不知為何好像有資金炒藥業股。博智國際藥業(1149)雖中期業績倒退17%，但預期PE只3.5，最近有人炒，上升空間可不少，高高風險。
(Contact: micjacq@gmail.com)
6 comments:
我早一排都留意到博智國際藥業，單看盤數實在好得出奇，但是自上市後股價跌了超過5成，大把現金又唔派股息，貨品普通，而同類公司不少是虧蝕，驚間公司有問題唔敢買
現在見財化水有點後悔
michael,
you mentioned that the target price of 2662 is 4.2, from your view, how long does it takes to reach the target price?
While a news about 2662 that a new factory will be in operation within this year, do you think it's a gd new for this stock?
Marco
請有關新股, 請問你覺得新招股的湖南有色, 同上海半導體值得買嗎?
我覺得2626 抽得過
雖然純利會比舊年下降，但是今年貴金屬價錢不斷創新高 (如鋅)
加上他是中國第一大的貴金屬公司, 政府對出口這些產品亦有嚴格限制, 定價能力較高
加上市場沒相同種類的股票
Marco,
I don't know how long for 2662 to reach $4.5, but hope that it can do so in 3-month. Should be good news for 2662 to have new factory to increase production capacity.
匿名者
I have applied for 2626 just for the sake of participation. Anyway, I think that it can be higher than IPO price at the 1st day. However, I still do not know how to evaluate the target price for this stock. Just take the strategy of holding it after IPO like 3323, surprise may come!
I think Ron has provided a good explanation for 2626.
I will not IPO 上海半導體. I don't like IPO stock with loss in the past financial year. And, I don't know how to value this type of cyclic stock. That's why I did not IPO 中芯國際(981) several years before although it recorded a very great over-subscription.
Redmonkey
Sorry, in my above comment, "I don't know how long for 2662 to reach $4.5", I am talking about 506 instead of 2662.
Redmonkey
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