2012年3月26日星期一

天能動力 (819)

解構:
天能動力(819)公佈業績在即,預期於再生鉛基地完成全面投產後,電池回收基地年產能為10萬噸可再生鉛。以2010年的平均每噸鉛價16,150元人民幣計算,回收業務的收入和淨利潤將達到16.15億元人民幣(2010年總收入的43%)和1.292億元人民幣(2010年淨收入的37.2%),為公司帶來額外增長動力。
策略:
買入價$4.20,目標價$4.90,止蝕價$3.80

1 則留言:

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