HI~晚上好最近同事間吃飯閒聊話題常常都會繞在家人照顧身上台灣目前生態高齡化嚴重長期照護這件事情應該是躲不掉但如果我想要長期投資跟長照相關的股票要 ...PTT職涯區menu即時熱門文章24小時內熱門文章最新文章熱門看板看板列表我的收藏最近瀏覽批踢踢PTT搜尋引擎PTT職涯區/Stock(股票)[請益]關於長照相關概念股＋收藏分享看板Stock(股票)作者Hunt9999(拿錢記得辦事)時間5年前發表(2016/06/1020:31),5年前編輯推噓45(48推3噓36→)留言87則,59人參與,最新討論串1/2(看更多)first_pagearrow_back_iosarrow_forward_ioslast_page說明HI~晚上好最近同事間吃飯閒聊話題常常都會繞在家人照顧身上台灣目前生態高齡化嚴重長期照護這件事情應該是躲不掉但如果我想要長期投資跟長照相關的股票要怎麼分類出來應該是生技醫療部分但我不知道怎麼判別說這些公司哪些是屬於照護相關的或者有朋友知道哪幾隻跟長照息息相關請跟我說謝謝如果有違反版規請跟我說--※發信站:批踢踢實業坊(ptt.cc),來自:61.231.91.231※文章網址:https://www.ptt.cc/bbs/Stock/M.1465561896.A.778.html※編輯:Hunt9999(61.231.91.231),06/10/201620:32:19推puddingtea06/1020:33,,1F葡萄王？06/1020:33,1F葡萄王我對他的認知是一些營養食品相關這樣也可以算在照護嗎那這樣會不會跟營養食品有關都可以算長期照護呢※編輯:Hunt9999(61.231.91.231),06/10/201620:38:04→p657906/1020:36,,2F(*￣▽￣)/‧★*"`'*-.,_,.-*'`"*-.,_☆,.拋彩帶慶06/1020:36,2F→p657906/1020:36,,3F封王06/1020:36,3F→BlueBird556606/1020:36,,4F東生華、盛弘、豪展、永昕、中化生、優盛、濟生、06/1020:36,4F→BlueBird556606/1020:36,,5F永日和F-材料06/1020:36,5F藍鳥大大感謝您(鞠躬來研究一下他們的差別※編輯:Hunt9999(61.231.91.231),06/10/201620:40:21推DMJM06/1020:43,,6F雃博?富堡?06/1020:43,6F→BlueBird556606/1020:44,,7F新聞寫的我沒驗證有錯別怪我XDD06/1020:44,7F→sh58702e06/1020:45,,8F佳醫，不過自己查找不到嘛？06/1020:45,8F→sh58702e06/1020:45,,9F順便和你說這檔法人開始在買了，記得看一下這公司06/1020:45,9F→sh58702e06/1020:45,,10F的股東變化，應該適合長期投資06/1020:45,10F喔喔了解感謝!→BlueBird556606/1020:45,,11Fgoogle長照股票06/1020:45,11F推rita198306/1020:55,,12F台灣人口老化趨勢是對的,但長照對那些公司還是題材06/1020:55,12F→rita198306/1020:56,,13F即使看似餅很大的長照床位,無法對4104,8403的EPS有06/1020:56,13F→rita198306/1020:56,,14F顯著貢獻！06/1020:56,14F前期投資幾乎把錢丟在水裡有去無回阿想到去年四月看到報紙說浩鼎預計今年一月解盲新藥那時候看才兩百多有興趣查了一下結果完全沒有收入印象中一直都是潤泰集團再丟錢進去我就不敢跟了有點後悔推tuirsi796ku06/1021:02,,15F2樓XD06/1021:02,15F推sixmochida06/1021:05,,16F杏一醫療用品兩岸加起來有將近2百間06/1021:05,16F推momo21906/1021:05,,17F葡萄王06/1021:05,17F→sdhpipt06/1021:06,,18F台灣目前做最大的是台塑養生村,但是沒上市06/1021:06,18F如果說是沒上市的公司有辦法查到某些公司旗下轉投資過去的嗎還是說只能一家一家點開來看※編輯:Hunt9999(61.231.91.231),06/10/201621:13:59推eiw12306/1021:13,,19F富堡06/1021:13,19F推fgdgd06/1021:13,,20F雃博06/1021:13,20F推david85dodo06/1021:16,,21F聯合？06/1021:16,21F→purin333306/1021:18,,22F一零四?06/1021:18,22F推lichai06/1021:21,,23F中華電06/1021:21,23F→u77011406/1021:22,,24F我認識的長輩都買了皓呆06/1021:22,24F→u77011406/1021:22,,25F那種以前學校的教授06/1021:22,25F推Sana06/1021:24,,26F電信，保全，食品06/1021:24,26F推caserchen06/1021:25,,27F照顧機器人06/1021:25,27F推lianlian06/1021:55,,28F南六（紙尿布、濕紙巾）06/1021:55,28F推diaogar06/1022:02,,29F佳醫06/1022:02,29F推tuirsi796ku06/1022:06,,30F+106/1022:06,30F→agog200806/1022:20,,31F龍巖06/1022:20,31F推okada875288606/1022:38,,32F中保新保06/1022:38,32F推Marico556606/1022:41,,33F保全吧現在都有老人接送服務了06/1022:41,33F推clindamycin06/1022:42,,34F龍巖XD06/1022:42,34F推puddingtea06/1022:42,,35F樓上......06/1022:42,35F推howard17206/1022:44,,36F龍巖06/1022:44,36F推goddarn06/1022:45,,37F龍巖.....06/1022:45,37F推rita198306/1022:46,,38F台灣法規要求做長照床位的要非營利組織,所以一般公06/1022:46,38F→rita198306/1022:47,,39F司僅能認列耗材費用,大概3~5%,然後七除八扣費用,實06/1022:47,39F→rita198306/1022:48,,40F際挹注在EPS不到0.5元,試問要如何推升股價?每年貢獻06/1022:48,40F→rita198306/1022:48,,41F不到0.5元喔..所以台灣,長照還是題材,而非基本面...06/1022:48,41F推em123406/1022:49,,42F有點早06/1022:49,42F推au4au4j3fu406/1022:52,,43F4162太醫醫材之王06/1022:52,43F→au4au4j3fu406/1022:53,,44F毛利高營收高最近又在大擴廠06/1022:53,44F推taihsin06/1023:13,,45F保險才對吧06/1023:13,45F推f20413706/1023:14,,46F最後都是推薦自己持股06/1023:14,46F噓MrKing06/1023:21,,47FF姐中肯下一篇：新手請益定存股06/1023:21,47F→MrKing06/1023:21,,48F1樓：完了06/1023:21,48F→MrKing06/1023:21,,49F2樓：完了06/1023:21,49F→MrKing06/1023:21,,50F3樓：快陶啊06/1023:21,50F推yolasiku06/1023:24,,51F當然是2498戴著vr想像照顧家中老小06/1023:24,51F推enjoyplay006/1023:29,,52F海公公阿，作機器人出來照顧老人06/1023:29,52F推ovw092906/1023:32,,53F葡萄王算直銷健康食品股06/1023:32,53F→Sylph06/1023:37,,54F長照會虧損06/1023:37,54F推Sana06/1023:44,,55F蘋概股06/1023:44,55F推ckw1906/1023:52,,56F智慧錶06/1023:52,56F噓Francix06/1023:58,,57F噓一下長照概念股，長照的花費主要是人力、人力、空06/1023:58,57F→Francix06/1023:59,,58F間，其他什麼醫材、健康食品都占很小比例，所以只有06/1023:59,58F噓oca06/1023:59,,59F又長照又浩鼎www06/1023:59,59F→agog200806/1023:59,,60F人生的畢業典禮-龍巖歡迎你06/1023:59,60F→Francix06/1023:59,,61F吵股，很少能有實質挹注獲利06/1023:59,61F→Francix06/1100:01,,62F如果有機器人能代替人力，那就是那家，可惜不可能06/1100:01,62F推peter19399106/1100:18,,63F龍巖06/1100:18,63F推CaGoBird06/1100:18,,64F加碼2498就對了06/1100:18,64F推greensdream06/1101:25,,65F找輔具相關生產行業會比較好，臺灣沒有能撐起連鎖安06/1101:25,65F→greensdream06/1101:25,,66F養.養護.長照機構的企業，你不如還是買龍巖吧....06/1101:25,66F推gm7922792206/1102:17,,67F太陽能06/1102:17,67F推likeuuuu06/1104:17,,68F面板06/1104:17,68F推OhYang06/1104:29,,69F2465算嗎？06/1104:29,69F推dabird06/1107:34,,70F蓋養老院......06/1107:34,70F推jess567806/1107:54,,71F佳醫啊～06/1107:54,71F→IanLi06/1107:59,,72F完全沒做功課大家好熱心~06/1107:59,72F→TouSan06/1108:37,,73F樓上…06/1108:37,73F→erotic06/1109:31,,74F竟然沒人提到國泰、富邦等提供長照險的公司,太弱了06/1109:31,74F推cocopupu06/1109:37,,75F泰博雲端長照06/1109:37,75F→s86013406/1109:55,,76F當然熱心阿　免費抬轎06/1109:55,76F→s86013406/1109:56,,77Ff204137:最後都是推薦自己持股06/1109:56,77F推ChenKai06/1110:04,,78F我到底看了什麼06/1110:04,78F推mimicy06/1110:50,,79F必翔電動車06/1110:50,79F→Zombie99106/1110:50,,80F浩頂，宏茶加光洋柯06/1110:50,80F推greensdream06/1110:59,,81F保險公司的長照險...呵呵06/1110:59,81F推tuirsi796ku06/1111:37,,82F3008啊，買了直接養老06/1111:37,82F推tkjj9001706/1112:01,,83F中信金需要你的長期照護～06/1112:01,83F推x10afreedom06/1112:36,,84F紅茶電，老人躺在床上看VR度日06/1112:36,84F推atecstasy06/1119:26,,85F股王…產品可以照很久！！06/1119:26,85F→miau122206/1121:10,,86F是不會用估狗嗎？這個版怎麼大家人都這麼好06/1121:10,86F推duma97050306/1123:41,,87F只好推龍巖了~(咦？)06/1123:41,87F‣返回看板[Stock]學術‣更多Hunt9999的文章文章代碼(AID):#1NMhCeTu(Stock)更多分享選項網址：分享至：facebookplurktwitter關閉廣告方便截圖討論串(同標題文章)完整討論串(本文為第1之2篇)：排序：最舊先|最新先|留言數4587[請益]關於長照相關概念股Hunt99995年前,06/103175Re:[請益]關於長照相關概念股bonebaby7245年前,06/11在新視窗開啟完整討論串(共2篇)open_in_newStock近期熱門文章22Re:[標的]AMD怎麼了?[Stock]minazukimaya18分鐘前,06/2966[新聞]菱光視訊董事會今流會　東元父子再互槓[Stock]pipiboygay18分鐘前,06/291828Re:[請益]當過水手價值觀都變了[Stock]kainolife24分鐘前,06/29816[新聞]鋼鐵、航運7月要追誰？台股老手：選股不[Stock]HollisterCo36分鐘前,06/2936[情報]0629注意交易資訊累積次數異常一覽表[Stock]venson41分鐘前,06/29711[新聞]PCB廠霖宏30日起分盤交易每5分撮合一次[Stock]TT99153分鐘前,06/292243[新聞]新兵勇入台股調查：投資經驗不滿5年占[Stock]lupefan4eva56分鐘前,06/293179[請益]航運如果下山的話電子會漲還是跌？[Stock]miss804231小時前,06/29更多近期熱門文章>>PTT職涯區即時熱門文章49Re:[新聞]新竹房市買氣「另一個世界」　未公開新[home-sale]mfcke40分鐘前,06/29611[請益]offer請益-GGvsASML[Tech_Job]dora1942分鐘前,06/292133[討論]在GG能待30年,都是哪種人?[Tech_Job]lovehandle1小時前,06/2968[請益]預售兩房[home-sale]live51小時前,06/291329[情報]橘子支付x玉山Ubear信用卡｜7/1-9/30綁[MobilePay]Sheng981小時前,06/29511[公告]joec221006徵才文自刪永桶[Soft_Job]MOONY1351小時前,06/2945110[新聞]新竹房市買氣「另一個世界」　未公開新[home-sale]humbler1小時前,06/291320[請益]新北預售2房格局[home-sale]eastryoma2小時前,06/29更多即時熱門文章>>‣返回看板[Stock]學術‣更多Hunt9999的文章文章代碼(AID):#1NMhCeTu(Stock)關閉廣告方便截圖