SinoPac五月份台股選股會議
模擬月推薦組合：
公司代號股本
(百萬元)稅後EPS（元）PER（倍）目標價（元）2010E2011F20102011日月光231160,5013.023.2911.010.142 力成62397,26510.5211.289.99.2128 聯詠30346,0027.65 8.01 11.410.9106凌耀3582334 5.74 10.03 25.814.8200立錡62861,49514.75 14.98 13.012.8265濱川1569696 1.833.1623.413.651新普61212,54813.5015.0014.412.9240晶技30422,7904.06 4.84 13.811.666.5建興電80089,024 3.30 3.779.48.238國泰金2882101,544 0.451.54106.231.058新光金288884,365 0.320.8639.214.618日盛金582023,519 1.101.2013.312.218長榮260331,248 4.852.275.511.730台驊2636514 2.924.5811.17.140慧洋26373,050 3.656.9211.86.248正新210520,604 5.01 5.20 14.413.985伸興1558470 12.47 13.05 8.88.4130瑞智45324,162 1.20 1.70 18.713.226註：本次並無絕對績效推薦，股價基準日以4/29為準




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