台泥:第四季度营运乐观

2015-11-20 15:18:38

前三季度台泥累计营收691.18亿元,毛利率14.59%,净利46.91亿元,合并税后盈余40.65亿元,年减51.47%,EPS 1.08元。展望第四季度,目前大陆无论是民间或是公共工程皆进入年底赶工旺季,水泥市场需求大,第四季度营运乐观以待。

  台泥(1101)因大陆营运转保守,外资持股比例开始下减,上周五国内法人力挺,股价收在33.8元,前波低点33元支撑强劲,短期应处于附近震荡整理。在周线、月线及季线趋势都开始反转向下,加上外资持续调节,股价短期恐陷于低档震荡整理,33元支撑强劲,可望成为短多底部。

  前三季度累计营收691.18亿元,毛利率14.59%,净利46.91亿元,合并税后盈余40.65亿元,年减51.47%,EPS 1.08元。展望第四季度,目前大陆无论是民间或是公共工程皆进入年底赶工旺季,水泥市场需求大,第四季度营运乐观以待。

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前三季度台泥累计营收691.18亿元,毛利率14.59%,净利46.91亿元,合并税后盈余40.65亿元,年减51.47%,EPS 1.08元。展望第四季度,目前大陆无论是民间或是公共工程皆进入年底赶工旺季,水泥市场需求大,第四季度营运乐观以待。

2015-11-20 15:18:38

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.