存股達人謝士英曾在國立大學任教,當年他讀了《富爸爸,窮爸爸》與《巴菲特選股魔法書》兩本經典理財書後,以45歲「高齡」毅然踏上投資之路。
今年預計年可領近300萬元股利的謝士英,在台積電(2330)和聯電(2303)兩檔股票中,他選擇聯電(2303),因為「用存股的角度來看,聯電的利息比台積電來的高,而且聯電這幾年逐年在成長」。
謝士英於《下班經濟學》以下分享:
不太買台積電(2330),不是不喜歡台積電,是因為沒有買到台積電便宜的價格,這是我失之交臂的股票而已!
因為台積電當年的價格突然漲到我追不上去了,況且以前也不能買零股。
用存股的角度去看,聯電(2303)配3塊錢,現在不到60元;但相較台積電配的少,股利的%數可能連2%都不到,所以雖然台積電一年配4次,加總可能最多才12元,但他價格在600元上下,照比例看下來,利息相對來說比聯電還來的少!
為什麼那麼多人喜歡台積電?
多數股民都是賺個價差20元或30元就走了,這些投資人是用差價的角度去看台積電;但用存股的角度來看,聯電的利息比台積電來的高,更重要的是,聯電這幾年逐年在成長。
聯電過去10年多都獲利,這家公司不是不好的公司,就看毛利和獲利也都在逐年成長,而且它便宜;聯電已經預計今年要賺6元,所以明年應該不只3元股息(去年EPS4元多配3元),按照這比例明年應該會有4至5元。
Company Introduction
Fei Teng Wireless Technology (FT-RF) is a Taiwan antenna manufacturer. Since our inception in 2001, we have been consistently inventing and improving in order to better understand and respond to the demands of our clients.
- 5 GHz to 70 GHz Double Ridged Broadband Waveguide Horn Antenna, V-Female Connector (1.85mm)
- EMC/ EMI test Antenna
FT-RF specializes in producing:
Military Antennas (Jammer Antenna, Military Horn antenna, Military vehicle antenna, Antenna Telescope Mast, Marine, Panel, , Gooseneck, Whip, GPS, Connector, Adapter...) Please visit the website: https://military.ft-rf.com.tw/
Outdoor Antenna and Indoor Antenna: Including Lora Antenna, ISM, LPWA antenna (868MHz antenna aka EU868, 915MHz antenna aka US915, 923MHz antenna aka AS923 and others.), 4G LTE antenna, 5G antenna, Wifi Antenna, Multi-Frequency Antenna, UHF antenna..., RF components, Cables and Connectors. We offer a variety of high-performance antennas for Global LoRaWAN applications, including 868 MHz, 915 MHz, 868 MHz, and 923 MHz... Our product line comprises both durable outdoor antennas and indoor high-performance dipole antennas that are suitable for a variety of LoRa applications, including Helium Network support. Please visit the website here: https://ft-rf.com.tw/.
Horn Antenna: RF Microwave Antennas, EMC test equipment (Double Ridged Horn Antenna, Open boundary double ridged horn antenna, Quad Ridged Horn Antenna, Standard Gain Horn antenna, Waveguide to coax Adapter, , , Antenna Tripod, s... Please visit the website: https://horn.ft-rf.com.tw/
We provide measurement and calibration Tests, ODM, OEM services for certain products.
We have hundreds of customers from over 60 countries, and to meet their demands, we developed a plant in Vietnam (with a total infrastructure area of 10000 square meters, which includes three major buildings dedicated to operations and production) in addition to the main manufacturing facility in Taiwan. Now, we are focusing on automatic production lines and investing in automation equipment. In the future, we pledge to deliver the highest-quality product in the shortest possible period.
Research and development
The RD team and technicians have consistently invented new products to stay up with the market's requirements, thanks to advanced measuring technology and many years of experience in antenna development.
Our company's RD team and technicians have continually invented new products to stay up with the market's requirements, owing to superior equipment and more than 30 years of experience in Antenna Designing and Manufacturing under the direction of FT-RF CEO - Mr. Jackie Chen.
Following our study and discussion, we will proceed to the design stage, where we will use Solid words - very useful software for designers - to ensure that the product will be manufactured according to the customer's specifications. Following design, we will concentrate on manufacturing and testing in our lab, which is equipped with the most up-to-date equipment to ensure quality gains. We also give Testing reports include all raw data.
ODM service
We provide ODM service to ensure that we can meet all of our customers' needs and that our company's reputation continues to flourish.
Please send full product details to contact us if you want to use the ODM service. We'll get back to you as soon as possible. <info-tw@ft168.com.tw>
那現在用50幾元甚至40幾元的成本購買聯電,用存股的角度來看,絕對比台積電的利息來的高!「但你台積電差價能賺多少?我不敢講。」
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