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<title>Yahoo!奇摩股市 - 個股研究</title>
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<title>Yahoo!奇摩股市 - 個股研究</title>
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<title><![CDATA[及成(3095)：中立]]></title>
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<pubDate>Fri, 05 Sep 2008 07:23:16 GMT</pubDate>
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<description><![CDATA[◎投資結論     《今年營運為虧損狀態，且以明年獲利來看本益比未偏低，投資建議維持中立。》第二季由於原物料成本...]]></description>
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<title><![CDATA[凡甲(3526)：中立]]></title>
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<pubDate>Fri, 05 Sep 2008 06:18:18 GMT</pubDate>
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<description><![CDATA[◆投資建議與結論1.投資建議：中立。2.結論公司下半年的旺季將使其營收及獲利回到去年的水準，但由於上半年營運表現...]]></description>
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<title><![CDATA[迅連(5203)：區間]]></title>
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<pubDate>Fri, 05 Sep 2008 06:18:18 GMT</pubDate>
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<description><![CDATA[◆投資建議與結論1.投資建議：區間。2.結論08上半年合併營收20.97 億元，yoy+23.2%，稅後淨利4....]]></description>
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<title><![CDATA[中磊(5388)：區間]]></title>
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<pubDate>Fri, 05 Sep 2008 06:18:18 GMT</pubDate>
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<description><![CDATA[◆投資建議與結論1.投資建議：短期區間，中長期逢低買進2.結論下半年展望，q3目前並未看到返校需求，預估單季營收...]]></description>
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<title><![CDATA[超眾(6230)：中立]]></title>
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<pubDate>Fri, 05 Sep 2008 06:18:18 GMT</pubDate>
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<description><![CDATA[◆投資建議與結論1.投資建議：短期中立、中長期區間2.結論展望08年，上半年受到原物料高漲、匯兌損失、新款cpu...]]></description>
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<title><![CDATA[東鹼(1708)：區間]]></title>
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<pubDate>Fri, 05 Sep 2008 06:08:18 GMT</pubDate>
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<description><![CDATA[◆投資建議與結論1.投資建議：區間。2.結論公司維持庫存水位1-2月，因此保有氯化鉀上漲之存貨利益。下半年逐漸進...]]></description>
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<title><![CDATA[圓剛(2417)：區間]]></title>
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<pubDate>Fri, 05 Sep 2008 06:08:17 GMT</pubDate>
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<description><![CDATA[◆投資建議與結論1.投資建議：區間2.結論q3各產品線進入旺季，其中以實物投影機及安控產品成長性較高。預估q3營...]]></description>
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<title><![CDATA[勤美(1532)：區間]]></title>
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<pubDate>Fri, 05 Sep 2008 06:03:19 GMT</pubDate>
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<description><![CDATA[◆投資建議與結論1.投資建議：區間。2.結論因銑鐵及鋼筋價格居高不下，加上進口原料船期時間遞延，故低價庫存推升了...]]></description>
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<title><![CDATA[正峰工(1538)：區間]]></title>
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<pubDate>Fri, 05 Sep 2008 05:58:15 GMT</pubDate>
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<description><![CDATA[◆投資建議與結論1.投資建議：區間2.結論08年獲利貢獻主要來自於園藝工具及動力設備部門的出售利益，約挹注稅前淨...]]></description>
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<title><![CDATA[華晶科(3059)：偏多操作]]></title>
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<pubDate>Fri, 05 Sep 2008 04:08:16 GMT</pubDate>
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<description><![CDATA[◆8月合併營收為24.79億元，mom +29.9%華晶科08q2營收65.23億元，qoq +28.4％，yo...]]></description>
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<title><![CDATA[華寶(8078)：短期區間操作]]></title>
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<pubDate>Fri, 05 Sep 2008 02:48:15 GMT</pubDate>
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<description><![CDATA[◆8月營收回28.14億元，較7月大幅成長43.2％手機odm廠華寶自結8月營收28.14億元，mom+43.2...]]></description>
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<title><![CDATA[華晶科(3059)：偏多操作]]></title>
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<pubDate>Fri, 05 Sep 2008 02:48:15 GMT</pubDate>
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<description><![CDATA[◆8月合併營收為24.79億元，mom +29.9%華晶科08q2營收65.23億元，qoq +28.4％，yo...]]></description>
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<title><![CDATA[統一超(2912)：調降為中立]]></title>
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<pubDate>Fri, 05 Sep 2008 01:53:17 GMT</pubDate>
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<description><![CDATA[ ◆1h08獲利表現不佳：統一超1h08營收為494.9億元(-3.62％yoy，稅前淨利為24.28億元(-5...]]></description>
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<title><![CDATA[迅杰(6243)：投資建議為中立]]></title>
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<pubDate>Fri, 05 Sep 2008 01:53:15 GMT</pubDate>
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<description><![CDATA[◆2q08稅後eps為0.81元：2q08營收為4.2億元(+13.2％qoq，毛利率略為下滑至30.5％(1q...]]></description>
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<title><![CDATA[華孚(6235)：買進]]></title>
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<pubDate>Thu, 04 Sep 2008 09:03:14 GMT</pubDate>
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<description><![CDATA[◆投資建議與結論◇投資建議：買進◇結論下半年排除原物料影響數，以及主力客戶dell小尺吋nb全數拉貨，合作密切，...]]></description>
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<title><![CDATA[華通(2313)：逢低買進]]></title>
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<pubDate>Thu, 04 Sep 2008 07:03:14 GMT</pubDate>
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<description><![CDATA[◎投資結論《雖預計月合併營收將逐月走高至11月，但目前p/e並未偏低，故維持華通逢低買進之投資建議》估計q3手機...]]></description>
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<title><![CDATA[精華(1565)：買進]]></title>
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<pubDate>Thu, 04 Sep 2008 06:58:16 GMT</pubDate>
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<description><![CDATA[◎投資結論   《日本客戶yamato影響將降至最低，公司仍將繼續穩定成長，維持買進投資建議。》精華q2毛利受產...]]></description>
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<title><![CDATA[緯創(3231)：逢低買進]]></title>
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<pubDate>Thu, 04 Sep 2008 06:58:15 GMT</pubDate>
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<description><![CDATA[◎投資結論 《本益比仍低，且nb終端市場仍未見需求下滑情形，維持逢低買進投資建議。》08q2稅後eps為0.98...]]></description>
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<title><![CDATA[閎暉(3311)：落後大盤]]></title>
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<pubDate>Thu, 04 Sep 2008 05:48:19 GMT</pubDate>
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<description><![CDATA[《下半年營運動能較強，長期競爭力受肯定》◆2q 獲利優於預期，因業外貢獻增加及稅賦差異2q 合併營收20.90 ...]]></description>
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<title><![CDATA[誠創(3536)：落後大盤]]></title>
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<pubDate>Thu, 04 Sep 2008 05:48:19 GMT</pubDate>
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<description><![CDATA[《誠創2q08 本業獲利遠低於預期，下半年營運無任何樂觀理由》◆誠創2q08本業獲利遠低於預期誠創2q08 營業...]]></description>
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