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[转贴] FPI Q3净利創新高 - 蛤蜊先生
2018年11月16日星期五
FPI昨晚出業績，營業額對比去年同季，創下新高，因此今天的股價開盤就跳高，漲幅最大去到10%左右，恭喜所有買入的朋友。
FPI是經由糊塗老大介紹買入的，在這裏也要特別感謝老大的分享，讓組合距離盈利不遠了。
除了營業額、净利和每股净利都創下新高。個人留意到的是增加的庫存和資本開銷。
根據季報，庫存增加至5千萬，主要是爲了應付下個月的訂單。再來便是資本開銷方面，這個季度撥了大約2千萬的資本開銷，至於這是什麽用途，季報里并沒有詳細説明。
恰巧，一向追蹤FPI的豐隆投行也在同時間發出研究報告，可以解釋資本開銷的用途。根據投行報告，2019年上半年，新的工廠將會投入營運，預計會增加總體產能20%。
目前，該新工廠已成功獲得新的訂單（SMART PORTABLE AUDIO），訂單數額占該工廠的50%。
可以預見下個季度，甚至下個財年，FPI將會繼續成長。
攤平估計，如果下個季度保守計算，每股盈利4.5仙，那麽全年每股盈利約16.8仙。
以10倍本益比計算，價值約1.68。但根據EMS領域平均本益比15倍計算，合理價約2.5。至於是否會去到這個合理價，就要看市場願不願意給了。
蛤蜊買入的原因是低PE，高DY，加上盈利確定性高。衹要股價漲幅不離譜，業務盈利和派發的股息與日俱增，那麽就會持守下去，直到高估爲止。
https://andersonleee0590.blogspot.com/2018/11/fpi-q3.html
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股价跌时不看你跳出来讲 傻比
2018-11-16 23:18