1. Comparison between 2317 and 2354
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等
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.
2. Comparison between 2317, 2354, 5880, and TSE
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.
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.
b. CEO of 2317 has been buying company’s stocks since February preparing for the following presidential campaign. He revealed to participate in April.
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。
