Monday, March 27, 2006

27 Mar 2006 - 奕達國際(2662)及聯洲珠寶(926)

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:

Anonymous said...

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

Anonymous said...

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

Anonymous said...

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?

Anonymous said...

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

紅猴 said...

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

紅猴 said...

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