<div class=draft--imgNormal draft-block><div><div style=height:1244px class=image-block-prerender data-src=https://images.vocus.cc/321e61b3-71db-4432-b1d5-b6455ef183c2.jpg data-width=1244 data-height=499 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left>7月組合操作:</div> <div class=draft-block draft--p left><span style=font-weight: bold; >賣出:國泰股利精選30 <br>理由:換買床的世界<br>買入:床的世界<br>理由:股價仍被低估,高配息/高殖利率/低本益比,除息前持續買入,目標總持股數200張以上。</span></div> <div class=draft-block draft--p left><span style=font-weight: bold; >投資組合標的走勢及短評:</span></div> <div class=draft-block draft--p left><span style=font-weight: bold; >元大ESG永續ETF(00850)</span></div> <div class=draft--imgNormal draft-block><div><div style=height:775px class=image-block-prerender data-src=https://images.vocus.cc/e80a82a5-64e2-49c3-9bab-b5db9966ba89.jpg data-width=775 data-height=592 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left><span style=font-weight: bold; >短評:</span></div> <div class=draft-block draft--p left><span style=font-weight: bold; >中租-KY(5871)</span></div> <div class=draft--imgNormal draft-block><div><div style=height:783px class=image-block-prerender data-src=https://images.vocus.cc/9c868664-67b8-4b3c-a5b3-2eee11b56a57.jpg data-width=783 data-height=579 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left><span style=font-weight: bold; >短評:</span></div> <div class=draft-block draft--p left><span style=font-weight: bold; >新聞報導:</span></div> <div class=draft-block draft--p left><a href=https://tw.stock.yahoo.com/news/%E9%87%91%E8%9E%8D-%E5%BD%B0%E5%8C%96%E8%8A%B3%E8%8B%9115%E8%99%9F%E4%B8%8D%E5%88%B0-%E5%91%A8%E9%8A%B7%E5%94%AE%E8%BF%91%E5%85%AB%E6%88%90-%E4%B8%AD%E7%A7%9F%E5%85%A8%E6%B0%91%E9%9B%BB%E5%BB%A0%E6%9C%80%E5%A4%A7%E6%A1%88%E7%86%B1%E8%B3%A3-235628702.html target=_blank class=draft--a><span style=font-weight: bold; >《金融》彰化芳苑15號不到一周銷售近八成 中租全民電廠最大案熱賣</span></a></div> <div class=draft-block draft--p left><a href=https://tw.stock.yahoo.com/news/%E4%B8%AD%E7%A7%9F%E7%AC%AC2%E5%AD%A3%E5%BE%9E%E7%96%AB%E6%83%85%E4%B8%AD%E5%9B%9E%E6%BA%AB-%E4%B8%8A%E5%8D%8A%E5%B9%B4%E6%AF%8F%E8%82%A1%E8%B3%BA5-71%E5%85%83-092240220.html target=_blank class=draft--a><span style=font-weight: bold; >中租第2季從疫情中回溫 上半年每股賺5.71元</span></a></div> <div class=draft-block draft--p left><a href=https://tw.stock.yahoo.com/news/%E5%85%B6%E4%BB%96%E8%82%A1-%E4%B8%AD%E7%A7%9F-ky%E7%8F%BE%E5%A2%9E-%E7%99%BC%E7%94%B2%E7%A8%AE%E7%89%B9%E5%88%A5%E8%82%A11-5%E5%84%84%E8%82%A1-070642079.html target=_blank class=draft--a><span style=font-weight: bold; >《其他股》中租-KY現增 發甲種特別股1.5億股</span></a></div> <div class=draft-block draft--p left><span style=font-weight: bold; >床的世界</span></div> <div class=draft--imgNormal draft-block><div><div style=height:1021px class=image-block-prerender data-src=https://images.vocus.cc/94b00450-932a-45e5-a048-a3bcfca60c31.jpg data-width=1021 data-height=625 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left><span style=font-weight: bold; >短評:床的世界股價仍在38-42元區間整理,預計八月底前公告除息資訊,9月配發股息。以目前7/31收盤價而言,預估現金殖利率6.47%,對於收息一族而言仍具吸引力。</span></div>