股票投資實務

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Transcript 股票投資實務

股票投資實務
講師林偉麒
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學經歷背景
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學歷世新大學財務金融所、銘傳大學財務金融系
台北商專國貿科
現職永豐金證券理財科科長
經歷-
勞工局訓職中心衍生性金融商品課程講師
銘傳大學推廣部理財系列講師
中小企業策略投資入門約聘講師
Data Gathering
Analysis
Adaptation
e-Customer Relationship Management
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上課綱要介紹
Part1
Part2
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400萬人每天的金錢遊戲
投資人必作的功課
股市小樂透
Part3
資訊何處找
Part4
Source : Arthur D.Little
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PowerPoint
PASAMO
400萬人每天的金錢遊戲
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股民每天最專注的時刻
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台灣證券市場起由
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42年1月耕者有其田政策
發行土地實物債券並將臺泥.臺紙.
農林.工礦四大公營事業的公司股票
搭配補償給地主做為收購土地的補
償代價。
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股票如何產生
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集資
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分紅
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外資為何投資台灣股市
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Tips 3
Tips 1
全球電子業
代工組裝一
條龍
兩岸的政治
紅利
Tips 4
Tips 2
極高的買賣
換手率
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Company
絕佳的股息
收益率
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前十大公司
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加權指數的組成
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實體股票樣張
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股票是一種股權關係、股東可藉由持有股票享有公司決策
權、盈餘及剩餘資產分配權、轉售股票的資本利得。
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交易規則
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股票交易股價
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股票買賣交易流程
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下單方式
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人工下單
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語音下單
傳統v.s創新
手機/股票機
下單
網路下單
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交易成本
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交易實務 – 計算成本
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損益計算實例
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陳sir於2月9日買了1張宏達電(2498),
成交價在945元,並於2月18日以998
元時賣掉,試問他的損益?
價差:998,000-945,000=53,000
手續費:(998000+945000)x0.001425%=2,768
交易稅:998000x0.003%=2,994
淨損益:53,000-2,768-2,994=47,238(+5%)
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速算小技巧
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快速算法:
買價的0.6%為所有的交易成本
如前例:
(2768+2994)/945000=0.006
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Company
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PowerPoint Forum “PASAMO”
PASAMO
投資人必作的功課
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三方分析(基本面.技術面.籌碼面)
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1.基本面-營收公佈時程
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月報-次月十日前
季報-1.4.7.10月底前
半年報-8月底前
年報-4月底前
Ps.營收好的公司一定先公佈
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個股當日走勢圖-宏達電(2498)
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公司基本資料
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月營收一覽
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季營運分析
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個股即時新聞
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基本面小節
•是否為前景佳的公司
•產品是否有未來性
•集團的資源
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•核心價值
1.所屬產業
和集團
2.毛利率
基本面
沒有一家公司會持續成
長,何時反轉?
3.營收狀況
4.研究報告
•第一手資訊
•媒體公佈
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2.技術分析
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K棒的定義
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常用指標1-KD指標
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常用指標2-MACD
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常用指標3-量價
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技術分析小節
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3.籌碼分析
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買賣五檔報價表
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買進五檔
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賣出五檔
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融資融券表
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何謂融資?何謂融券?
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融資-向證券公司借錢買股票
融券-向市場借股票賣錢
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三大法人買賣超(外資.投信.自營商)
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主力進出表(隱藏在券商中的大戶)
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做足功課
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天下沒有白吃的午餐!
基本分析
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技術分析
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籌碼分析
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PowerPoint”
PASAMO
股市小樂透
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大樂透一注要多少?
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18億!!
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股市小樂透 = 第一上市新股抽籤(IPO) Logo
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何謂IPO?
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首次公開募股Initial Public Offerings簡稱IPO
指企業透過交易所首次公開向市場增發
股票,以期募集用於發展資金。當大量
投資者認購新股時,需要以抽籤形式分
配股票,又稱為抽新股,認購的投資者
期望可以用高於認購價的價格售出。
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舉例-TPK抽籤
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若你抽中的話…
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抽中TPK
原承銷價220元
上市掛牌500元
(500-220)x1,000=280,000(元)
獲利率127%
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如何參與抽籤…
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1.需要有證券戶頭
2.需要有承銷價的資金在戶頭裡
Ex.TPK,承銷價220元,就得先要有22萬元,
再加上70元(20元手續費+50掛號費),一
共22萬70元
若沒中!隔日一早退22萬50元
若抽中!收取22萬70元
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每週都有的樂透遊戲
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有風險嗎?
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3大原則
1.抽籤就是賺價差
2.新股上市即出售
3.仍有掛牌後低於承
銷價的公司(極少數)
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你還在等什麼!快加入賺錢行列吧!!
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PowerPoint
PASAMO
資訊何處找
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如果您都是看YAHOO股市
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換個網站
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券商的網站資訊更豐富
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鉅亨網-投資全球,讓你鉅亨
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鉅亨網-選股策略贏家
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台灣證券交易所-所有資訊不漏接
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報告完畢
敬請指導
本簡報圖片均由網路剪輯,不作任何商業用途
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