MSCI效應 外資借券大賣

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2015/11/27 第3800期  |  訂閱/退訂  |  看歷史報份

股市要聞 MSCI效應 外資借券大賣
看好變形筆電、大平板 投顧點名6檔
台中銀現增15億 12/3掛牌
投信作帳 15檔買氣燒
瑞儀雙i護持 小摩喊低接
就市論勢/生技族群 選前加溫
複委託交易 今年將創高
宏□台郡 外資空襲
揚華、佳營、宇加 3公司停止交易
矽品董總持股 轉讓投資公司
股市焦點 統一積極轉型 有助推動長期毛利率成長
明基醫 強攻海外市場
茂迪11月營收 可望持平
太景新藥臨床二期 陸放行
全家衝鮮食 投資20億
台南揪團 搶攻運動衣
天蔥拚營運 啟動四引擎
亞泥力拚減碳 獲肯定
中美晶今年EPS 估1.4元
揚華佳營 恐遭下櫃

★ 台股重要指標:外資買賣超投信買賣超自營商買賣超融資增減排行融券增減排行

股市要聞

MSCI效應 外資借券大賣
記者王淑以/台北報導/經濟日報
外資借券賣出餘額創下新高達841.9萬張,同時近期指數盤整過程中,借券賣出的速度加快。分析師認為,研判是針對下周一(30日)MSCI調降台股權重等因素提前預做準備。 因歐洲可能再進行量化寬鬆(QE),台股昨(26)日跟隨歐大漲,盤中一度站上8,500點,終場上漲98點收8,484點,成交量801億元,收復季線、5日線;外資在台指期、現貨同步加碼,台指期多單增4,400口,淨多單升至2.41萬口,現貨 …
 

看好變形筆電、大平板 投顧點名6檔
記者楊雅婷/台北報導/聯合晚報
儘管產業趨勢不利,但凱基投顧預期二合一筆電與大型平板電腦的需求將較為熱絡,因而相關金屬機殼、背光模組與組裝廠可望從中受惠。IT硬體產業中,以智慧型手機、伺服器的出貨量可望分別年增8%、7%,其中蘋果及白牌伺服器為2016年之主要成長動能。看好的個股為和碩(4938)、鎧勝(5264)、可成(2474)與瑞儀(6176)、川湖(2059)以及台燿(6274)。 凱基投顧預期2016年的IT硬體裝置以二 …
 

台中銀現增15億 12/3掛牌
記者陳雲上/台北報導/聯合晚報
為提高資本適足率,強化財務結構,台中銀(2812)將辦理現金增資,現增價格每股10元,預計募得15億元資金,12月3日掛牌交易。台中銀9月底每股淨值12.32元,若加計本次現增發行15萬張,每股10元後,每股淨值為12.20元,今早股價仍低於10元票面價格,股價淨值比僅0.8倍左右。台中銀最近3年平均殖利率高達7%~8%,第3季合併營收73.11億元,稅後淨利為28.10億元,EPS0.93元。 …
 

投信作帳 15檔買氣燒
記者王皓正/台北報導/經濟日報
距離年底還有一個月,但投信開始精挑個股,準備為年底作帳行情衝刺。觀察投信11月以來買超標的,主要鎖定穩懋(3105)、國統、葡萄王等業績族群,在投信銀彈加持下,這些作帳題材股短線將攻守皆宜。 台經院捎來佳音,由於廠商對未來景氣悲觀程度降低,10月製造業營業氣候測驗點結束連續四個月下滑,且營建業也出現反彈走勢,激勵台股昨(26)日開高走高, …
 

瑞儀雙i護持 小摩喊低接
記者簡威瑟/台北報導/經濟日報
摩根大通證券指出,瑞儀是蘋果iPhone、iPad Pro的雙重受惠者,股價近期遭遇劇烈回檔,提供極具吸引力進場點,同時,針對市場傳言蘋果將改採OLED面板,駁斥「只是虛驚一場、短期不會發生。」維持對瑞儀正向看法。 瑞儀過去一個月以來,股價從百元之上大幅回跌15%。市場最主要的擔憂來自,瑞儀主要智慧型手機大客戶蘋果將改採OLED面板,之後不需要背光模組,使得瑞儀股價蒙塵。瑞儀目前本益 …
 

就市論勢/生技族群 選前加溫
黃冠凱(CSIA、EFOA分析師)/經濟日報
盤勢分析 市場傳出歐洲中央銀行(ECB)可能推出第二代歐版量化寬鬆(QE)政策,台股開平走高,盤中甚至一度突破8,500點大關,終場加權股價指數大漲98點收8,484點,站上季線、5日均線,但量能部分未明顯放大,僅801億元,型態上依然是整理格局。 目前大盤指數在8,350至8,750點之間區間整理,與前周無異,下檔有一個跳空缺口,在未回補以及季 …
 

複委託交易 今年將創高
記者朱美宙/台北報導/經濟日報
根據券商公會統計,10月單月本土券商複委託成交值為新台幣1,317億元,較9月1,039億增加278億元,成長幅度達27%。累計前十月券商複委託成交值已達14,248億元,與去年全年僅差距244億元,可望於年底再創歷史新高。 隨著海外商品交易熱絡,券商複委託業績也持續勁揚,國泰證券10月複委託成交值159億元,奪得單月冠軍,其次為元大證135.5億元與富邦證108.3億元分居二、三名。此為國泰證繼8月奪 …
 

宏□台郡 外資空襲
記者王淑以/台北報導/經濟日報
MSCI明晟大幅調降台股權重,即將在下周一(30日)生效,加上美國12月中旬升息,外資持續減碼新興市場,台股鎖定基本面不確定性高的個股進行布空,統計有宏□(2353)、台郡、F-TPK(宸鴻)等十檔股,遭外資空方布局。 外資的高借券賣出、近期加碼布空股及技術面走空,計有宏□、新日光、F-TPK、昱晶、晶豪科、億光、上銀、台郡、力旺、漢微科等。 筆電(NB)廠宏□營運持續轉弱,外資長期 …
 

揚華、佳營、宇加 3公司停止交易
記者孫中英/台北報導/聯合報
金管會昨天表示,上櫃公司揚華科技(4703)、佳營電子(6135)、宇加科技(6250)未出具第3季財報,其中揚華及佳營,已連續兩季未出財報。金管會已經先行罰鍰,3家公司並全數停止交易,如果再不出具財報,6個月後將下櫃,將有1.7萬散戶受影響。 金管會證期局主任祕書周惠美表示,上市櫃公司不出具財報,當下就停止買賣,揚華和佳營,已自8月19日停止交易,宇加則在10月14日停止買賣。上市 …
 

矽品董總持股 轉讓投資公司
記者簡永祥/台北報導/經濟日報
矽品董事長林文伯、總經理蔡祺文及董事林文隆等及其配偶,昨(26)日大舉申報轉讓持股至個人名義成立的投資公司,總數達6.7萬張,市值達30.6億元。 矽品發言體系回應,這是大股東個人理財行為。但市場臆測,這是配合焱元投資成立,展開轉換持股的布局,為捍衛2017年經營權而戰。業內人士分析,矽品大股東大舉申報轉讓持股,應該是為配合焱元準備進場操作,大股東配合打壓股價的轉讓持股行 …
 

股市焦點

統一積極轉型 有助推動長期毛利率成長
黃淑惠/聯合晚報
統一(1216)集團董事長羅智先日前指出,不再只做販售生活必需品的公司,市場認為這是統一積極轉型的重要宣示,有助於推動長期毛利率成長;統一第3季獲利38.55億元,每股稅後純益0.68元,寫下歷史同期次高紀錄;累計前3季獲利年增率36.8%,每股稅後淨利2.21元創新高,法人推估今年全年獲利至少有150億元實力。 …
 

明基醫 強攻海外市場
記者高行/台北報導/經濟日報
明基友達集團孵金雞,旗下主攻醫材設備的明基醫(4116)預計12月16日上櫃,董事長陳其宏表示,公司具備集團品牌及資通訊技術的雄厚資源,將全力衝刺海外布局,力拚明年營運高速成長。 明基醫昨(26)日舉辦上櫃前業績說明會,該公司為佳世達集團轉投資事業,集團持股68.6%,資本額3.8億元,主攻手術房設備、醫療耗材、超音波儀器及植牙等四大領域;其中,手術房設備進駐國內240家醫院,覆 …
 

茂迪11月營收 可望持平
記者鐘惠玲/台北報導/經濟日報
太陽能電池廠茂迪(6244)日前南科五廠三樓發生火警,可能影響部分產出,法人預計,茂迪以其他廠區的產能彌補,估計11月業績可能與10月持平,不會影響第4季業績應比第3季更上層樓的整體態勢。 茂迪南科五廠本月5日晚間發生火災,目前仍待起火鑑定結果出爐,與保險公司洽談理賠。由於現在是太陽能市況榮景,據了解,這次火災影響茂迪少部分電池產能,矽晶圓產能則未受到衝擊。 為降低對客戶 …
 

太景新藥臨床二期 陸放行
記者黃文奇/台北報導/經濟日報
F*太景(4157)昨(26)日宣布,旗下新藥幹細胞驅動劑「布利沙福」(Burixafor,亦稱TG-0054)獲中國國家食品藥品監督管理局(CFDA)准許進入臨床二期試驗,將用於多發性骨髓瘤血癌病人自體造血幹細胞移植治療之有關用藥。 太景說,布利沙福目前是在中國1.1類新藥規範下做臨床試驗,目的在評估布利沙福用於「多發性骨髓瘤」患者自體幹細胞移植的驅動效果與安全性。太景昨日股價收34.55元, …
 

全家衝鮮食 投資20億
記者李至和/台北報導/經濟日報
全家(5903)咖啡、麵包、鮮食啟動品質提升計畫,預計投入逾20億元。全家董事長葉榮廷昨(26)日說,將首次自建麵包廠,更換咖啡豆與機台,並重新調整鮮食產線流程。法人估,明年咖啡與麵包營收應可挑戰50億元。 全家計劃在新竹新豐鮮食廠旁投資15億元興建麵包廠,與日本食品廠OKIKO合資,下周將動土,2017年投產,日產能約15萬到20萬個麵包,預計投產後可望帶動麵包營收翻倍成長。全家昨 …
 

台南揪團 搶攻運動衣
記者潘羿菁/台北報導/經濟日報
成衣廠台南企業(1473)擬切入運動服飾代工,據悉,目前正在尋找國內運動織布廠洽談赴東南亞投資,全力搶攻運動浪潮來襲,對此,台南證實,確實要做運動成衣代工,但具體細節還在與合作廠商商討中。 此外,近年來,女性投入慢跑活動也逐漸增加,整體運動人口持續擴大中,成長速度驚人,形成公司營收新亮點。台南表示,將與合作夥伴商討在東南亞布局設立新廠,但確定位置尚未敲定。目前台南 …
 

天蔥拚營運 啟動四引擎
記者黃冠穎/台北報導/經濟日報
餐飲類股天蔥國際(2740)董事長盧俊賢昨(26)日表示,天蔥未來將採取四大策略,分別是主體Mr. Onion每年穩健展店、尋求國際授權、經營模式上下延伸、轉型餐飲投資管理公司,預估明年將再開出三家店。 天蔥目前旗下有30家店,均瞄準百貨、商場、企業總部等通路,是台灣在百貨通路布局最廣的餐飲集團,主要有客單價550元的中端品牌Mr. Onion,以及客單價850元的高端品牌GRAND Mr. Onion。 …
 

亞泥力拚減碳 獲肯定
記者高行/台北報導/經濟日報
水泥龍頭亞泥(1102)拚減碳獲高度肯定,繼日前四度獲得經濟部工業局頒發的「溫室氣體自願減量績優廠商」,昨(26)日宣布榮獲台灣永續能源研究基金會頒發的「TOP 50企業永續報告獎」金獎。亞泥表示,未來將持續拚環保,善盡企業永續經營的社會責任。 亞泥6月出版第二本企業社會責任報告書,強化了合併財報內子公司之重大項目揭露,並針對經濟、環境、社會等三大CSR重大面向,提出短、中、 …
 

中美晶今年EPS 估1.4元
記者鐘惠玲/台北報導/經濟日報
矽晶圓大廠中美晶(5483)營運穩健,太陽能業務暢旺,但半導體業務則因應市況而有所調整。中美晶規劃,明年持續在兩大領域增加產能。法人估計,中美晶今年全年每股稅後純益可能落在1.4元左右。 太陽能矽晶圓價格持續走揚,帶動中美晶的太陽能業務因此受惠,目前約有900多MW(百萬瓦)矽晶圓產能,已滿載運轉。 中美晶預計透過去瓶頸作業,明年增加產能,今年底會確定增加的幅度,但未來產 …
 

揚華佳營 恐遭下櫃
記者韓化宇/台北報導/經濟日報
金管會昨(26)日表示,上櫃公司揚華科技、佳營電子及宇加科技因無法出具第3季財報,已停止股票交易。值得注意的是,揚華與佳營連續二季提出不財報,若明年2月19日前仍未出具,依規定將強制下櫃。 …
 

另類膠囊屋 遊山玩水的新選擇
蛋型生態膠囊屋是由一間總部設於斯洛伐克的建築事務所所打造,它是一個推廣自給自足生活的環保居住空間。雖然它可能看起來很小,但這個生態艙可輕鬆容納兩個人,在小巧的空間裡還擁有飯店客房的豪華設備。

天冷就要吃鍋!話題火鍋大集合
天氣漸漸轉涼,又到了火鍋的旺季,來鍋熱騰騰的火鍋可說是人間美味,近期又多了幾家相當受矚目的火鍋店,如有各式高檔肉品為火鍋涮料的、肉品保存期限不超過三天的…等。火鍋魔人絕對不可錯過。

 

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