行銷筆記

[Stock Daily] The correlation between 2354 and 2317 & the study of 5880

1. Comparison between 2317 and 2354

Screen Shot 2019-06-17 at 1.13.28 PM
6 month % line from 2017 to 2019 6/16. Today 6/16: 2317 goes up 1.2 NT (1.6%), but 2354 goes down 0.3 NT (-0.48%). Disparity: 1.6%-(-0.48%)= 2.08

Q1-1: What’s the relationship  between 2317 and 2354?

2317: 電腦系統設備及其週邊之連接器
線纜組件及殼體,基座之開發、設計、製造及銷售等
精密模具之製造及銷售等

2354: 電腦終端機顯示器及有關零組件之加工製造銷售業務
前項產品之進出口貿易(限工廠產品)
代理國內外廠商產品之經銷報價及投標業務

Q1-2: Why 2354 goes down but 2317 goes up on 6/16 even with such high correlation correlation?

郭台銘 keeps buying stocks for presidential campaign.

Screen Shot 2019-06-17 at 3.04.27 PM
http://mops.twse.com.tw/mops/web/query6_1
Screen Shot 2019-06-17 at 3.05.53 PM
https://udn.com/news/story/7251/3876142

2. Comparison between 2317, 2354, 5880, and TSE

Screen Shot 2019-06-17 at 1.43.15 PM
Change of price % from 2009 – 1019

 

Q2-1: Describe the change of  % of 2317, 2354, 5880, and TSE.

Price of 2317 and 2354 goes down  from 2017 till 2019 while TSE and 5880 continue goes up.

Q2-2: Does 5880 always go up so steadily since IPO?

The dividend of 5880 has been very steady since IPO in 2011 Dec, therefore the yield is very steady. Considering the dividend, the price goes up steadily.

Screen Shot 2019-06-19 at 1.29.09 PM

Screen Shot 2019-06-17 at 1.30.25 PM
Change of price % 2019 Jan – June

Q2-3: Why is 5880 going up steadily?

In order to have a steady price, the price should not volatile too much. The price doesn’t go up immediately or go down. Related factors are popularity, capital, industry, and revenue.

Q2-4: Why did 2317 and 2354 surpass TSE and 5880 in April?

a. 2317 and 2354 are electronics industries stocks which in general are more volatile (have higher risk) than stock of financial industries (i.e. 5880) and change more drastically than index. Index went up in April especially index of electronics industry, therefore 2317 and 2354 went up even more than 5880 and TSE.Screen Shot 2019-06-19 at 1.55.08 PM

b. CEO of 2317 has been buying company’s stocks since February preparing for the following presidential campaign. He revealed to participate in April.Screen Shot 2019-06-19 at 1.57.15 PM

Screen Shot 2019-06-19 at 1.57.52 PM

c. 經濟日報 4/11: 鴻海昨(10)日公布3月營收3,766.05億元,月增41.8%,年增7.9%,為歷年同期新高。累計鴻海首季營收1兆563.32億元,較去年第4季新高1.8兆元,季減逾41%,但年增2.8%,也是歷年同期新高。

法人認為,鴻海3月營收不畏蘋果iPhone銷售低潮衝擊,繳出佳績,應與華為等非蘋訂單出貨相對強勁,及網通類產品出貨暢旺有關。

0 comments on “[Stock Daily] The correlation between 2354 and 2317 & the study of 5880

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: