沽出 6088 FIT HONG TENG
買入6881 CHINA GALAXY
6088 @ 4.56 沽出 100,000 股 , 未計手續費賺 32,000
換馬購入6881 中國銀河 80,000 股 @ 5.68
2018年3月12日 星期一
2018年3月2日 星期五
50 萬元倉 - 加注6088 FIT HONG TENG
已加FIT HONG TENG
6088 FIT HONG TENG 100,000 股 4.24均價
已動用資金: 424,000
未動用資金: 76,000
小子今日俾老細捉住, 姑且無腦貼住格隆滙的口水文同埋今日出的蕉傷錢莊報告
鸿腾精密科技（6088.HK）登顶之路，万物互联时代数据基建龙头
https://www.gelonghui.com/p/163758.html
FIT Hon Teng(6088HK)：Optical module and mobile
机构：招商证券
评级：BUY
Solid growth momentum on optical/ mobile biz in FY17-19E We forecast FIT to deliver sales/NP CAGR of 18%/26% in in FY18/19E mainly backed by mobile/ comm. infrastructure momentum. We believe FIT is set to benefit from the emerging trend of wireless charging and wireless acoustics accessories, while newly acquired optical module will continue to ride on data center/ cloud computing. We slightly trimmed FY17E/ 18E EPS by 4%/5% mainly to reflect weak PC demand and nearterm pricing pressure in optical module as evidenced by major competitors Finisar (FNSR US) and Lumentum (LITE US)’s recent 3Q/4Q weak results (figure 5).
Rising data demand to drive secular growth in comm. infra. We estimate comm. infra. segment to deliver 27%/22% YoY in FY18E/19E, given optical module’s strong growth of 40%/30% in FY18E/ 19E. Backed by increasing data traffic and cloud computing adoption, we believe this segment will continue to benefit from rising demand after 5G pre-commercialization in FY19E. For mobile and wireless devices, we expect 17%/7% revenue growth in FY18E/19E, mainly driven by wireless charging/ acoustics accessories. In particular, we expect wireless charging to be the next upgrade trend for Android smartphones in FY18E. We forecast PC softness to continue with 3%/3% YoY growth in FY18E/19E, while EV charging and rising electronic content in vehicles will drive auto segment to grow 80%/80% YoY growth in FY18E/19E.
Reiterate BUY on attractive valuation We remain positive on FIT's long-term prospect given leading position in PC/mobile and increasing share gains in comm. infrastructure after Avago deal. We slightly revised down TP to HK$5.6 (from HK$6.0) for lower estimates and unchanged 16.4x FY18E target P/E. We believe FIT’s current valuation of 12.9x FY18E P/E is attractive, compared to peers’ 16.4x FY18E P/E. Catalysts include new iPhone product launch in Sept. 2018 and spec upgrade in USB Type-C/ optical modules.
6088 FIT HONG TENG 100,000 股 4.24均價
已動用資金: 424,000
未動用資金: 76,000
小子今日俾老細捉住, 姑且無腦貼住格隆滙的口水文同埋今日出的蕉傷錢莊報告
鸿腾精密科技（6088.HK）登顶之路，万物互联时代数据基建龙头
https://www.gelonghui.com/p/163758.html
FIT Hon Teng(6088HK)：Optical module and mobile
机构：招商证券
评级：BUY
Solid growth momentum on optical/ mobile biz in FY17-19E We forecast FIT to deliver sales/NP CAGR of 18%/26% in in FY18/19E mainly backed by mobile/ comm. infrastructure momentum. We believe FIT is set to benefit from the emerging trend of wireless charging and wireless acoustics accessories, while newly acquired optical module will continue to ride on data center/ cloud computing. We slightly trimmed FY17E/ 18E EPS by 4%/5% mainly to reflect weak PC demand and nearterm pricing pressure in optical module as evidenced by major competitors Finisar (FNSR US) and Lumentum (LITE US)’s recent 3Q/4Q weak results (figure 5).
Rising data demand to drive secular growth in comm. infra. We estimate comm. infra. segment to deliver 27%/22% YoY in FY18E/19E, given optical module’s strong growth of 40%/30% in FY18E/ 19E. Backed by increasing data traffic and cloud computing adoption, we believe this segment will continue to benefit from rising demand after 5G pre-commercialization in FY19E. For mobile and wireless devices, we expect 17%/7% revenue growth in FY18E/19E, mainly driven by wireless charging/ acoustics accessories. In particular, we expect wireless charging to be the next upgrade trend for Android smartphones in FY18E. We forecast PC softness to continue with 3%/3% YoY growth in FY18E/19E, while EV charging and rising electronic content in vehicles will drive auto segment to grow 80%/80% YoY growth in FY18E/19E.
Reiterate BUY on attractive valuation We remain positive on FIT's long-term prospect given leading position in PC/mobile and increasing share gains in comm. infrastructure after Avago deal. We slightly revised down TP to HK$5.6 (from HK$6.0) for lower estimates and unchanged 16.4x FY18E target P/E. We believe FIT’s current valuation of 12.9x FY18E P/E is attractive, compared to peers’ 16.4x FY18E P/E. Catalysts include new iPhone product launch in Sept. 2018 and spec upgrade in USB Type-C/ optical modules.
2018年3月1日 星期四
預算案, 樓價, 及50萬元倉
尋日出的財政預算案就唔好講啦, 其實咁多年來都無咩進展, 都係CONTROL F, 改年份就交得功課
香港人, 一向的MANDATE 都係自求多福, 一向樓, 股 照炒, 波馬照賭, 是生是死, 與人無尤
唔知幾時攪個3D辣招, 旨在停止炒風, 但係愈搞愈柒, 攪到個個都唔敢沽貨, 一來15% DSD, 買番等於罰錢, 二來借貸少 (真係唔信坊間個D咩60%入息比率, 害撚死你, 你試下用呢個比率入銀行睇下佢借唔借俾你吖嗱! )
樓, 其實無咩再好講, 自住一間對沖香港生活成本. 投資的話, 呢家未必係一個好的選擇
當然你話租唔係唔得, 大把有錢佬做生意都係租樓, 亦都可以用一個低D的開支及唔駛責死咁大舊錢去住一個合理的質素的地方
(供樓利息都係開支, 唔好話人租樓俾錢業主, 買樓都係幫銀行打工而已)
如果有D人唔想成日搬屋 (小子好怕執野), 咁可能你俾舊首期去供係一個好的CHOICE, 而如你有REITS, BONDS 等等有CASH GENERATING 的投資物夠俾租, 而你又唔怕煩 (搬屋我"個人"覺得煩), 現下租樓可能係一個選擇
ANYWAY, 個人投資取態, 買有風險, 不買也有風險, 盈虧自負
講咁多廢話, 就係想講埋之後講下其他投資. 呢幾日忽發奇想, 想沽D 3839 正大, 連埋之前3336 巨騰的錢, 整個快活谷50萬完倉可以玩下, 係小子媽媽退休前可唔可以碌大D舊錢, 順便又可以講多D其他投資物
因為舊錢約50萬左右, 我基本上唔會DIVERSIFY 架啦
MANDATE 係同時間只買1-3隻, 股票不限, 但只炒正氣股, 費事我無心者跟左便PK
亦都會即日出買賣數目及QUANTITY, 當係留個紀錄俾自己同埋考下自己眼光
PS 唔會好似標竿兄咁長綫, 因為長綫資產已放在不動產, 入入出出我個爛鬼戶口最多都係百幾個, 呢家拎50萬出來睇下一年後輸淨幾多 =)
今日買入
6088 FIT HONG TENG 18,000 股 @ 4.36 = 78,480 (唔計手續費, 小子會計出身, 最憎計埋D加減數)
淨餘資金約: 420,000
股票觀察LIST
6088 FIT HONG TENG
6881 中國銀河證券
6030 中信證券
如果有空的話, 會另行出文寫下點解買
香港人, 一向的MANDATE 都係自求多福, 一向樓, 股 照炒, 波馬照賭, 是生是死, 與人無尤
唔知幾時攪個3D辣招, 旨在停止炒風, 但係愈搞愈柒, 攪到個個都唔敢沽貨, 一來15% DSD, 買番等於罰錢, 二來借貸少 (真係唔信坊間個D咩60%入息比率, 害撚死你, 你試下用呢個比率入銀行睇下佢借唔借俾你吖嗱! )
樓, 其實無咩再好講, 自住一間對沖香港生活成本. 投資的話, 呢家未必係一個好的選擇
當然你話租唔係唔得, 大把有錢佬做生意都係租樓, 亦都可以用一個低D的開支及唔駛責死咁大舊錢去住一個合理的質素的地方
(供樓利息都係開支, 唔好話人租樓俾錢業主, 買樓都係幫銀行打工而已)
如果有D人唔想成日搬屋 (小子好怕執野), 咁可能你俾舊首期去供係一個好的CHOICE, 而如你有REITS, BONDS 等等有CASH GENERATING 的投資物夠俾租, 而你又唔怕煩 (搬屋我"個人"覺得煩), 現下租樓可能係一個選擇
ANYWAY, 個人投資取態, 買有風險, 不買也有風險, 盈虧自負
講咁多廢話, 就係想講埋之後講下其他投資. 呢幾日忽發奇想, 想沽D 3839 正大, 連埋之前3336 巨騰的錢, 整個快活谷50萬完倉可以玩下, 係小子媽媽退休前可唔可以碌大D舊錢, 順便又可以講多D其他投資物
因為舊錢約50萬左右, 我基本上唔會DIVERSIFY 架啦
MANDATE 係同時間只買1-3隻, 股票不限, 但只炒正氣股, 費事我無心者跟左便PK
亦都會即日出買賣數目及QUANTITY, 當係留個紀錄俾自己同埋考下自己眼光
PS 唔會好似標竿兄咁長綫, 因為長綫資產已放在不動產, 入入出出我個爛鬼戶口最多都係百幾個, 呢家拎50萬出來睇下一年後輸淨幾多 =)
今日買入
6088 FIT HONG TENG 18,000 股 @ 4.36 = 78,480 (唔計手續費, 小子會計出身, 最憎計埋D加減數)
淨餘資金約: 420,000
股票觀察LIST
6088 FIT HONG TENG
6881 中國銀河證券
6030 中信證券
如果有空的話, 會另行出文寫下點解買
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