長城科技 (74)
應該是撈底的時候, A股的股改出現4.2億的一次性虧損, 但核心業務仍然錄得可觀的增張
我睇好下一輪換HD的週期, 因為上一個週期的HD根本唔夠用
現價NAV 折讓50%, 中期回試1.6, 應該不難
風險:
Seagate 剛收購Maxtor, 而Seagate 可以自行生產, 另外,WesternDigital 亦於兩年前轉左生產商, 長城主要依賴日立(前身為IBM), 但近年發覺, 日立/IBM 並非主流, 而WD反而大行其道
如果一但Seagate及WD都外判給長城, 增張非同小可, 最終要睇長城自己本身的兢爭力及科研實力
2 comments:
I agree with you about this one and I already hold some of greatwall. by the way, How do you view 0856?
I'm not very familar with 856,
Although its PE is low with reasonable yield but the marginal profit rate was too low.
For the same sector, I perfer 861.
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