<div class=draft--imgNormal draft-block><div><div style=height:979px class=image-block-prerender data-src=https://images.vocus.cc/08137f73-9adb-4a97-a3be-88354682dfb0.png data-width=979 data-height=407 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left>持股說明:相較於上半年,投資組合中只剩中租仍是不動的持股,其他均為新進持股。</div> <div class=draft-block draft--p left><span style=font-weight: bold; >個股說明:</span></div> <div class=draft-block draft--p left><span style=font-weight: bold; >中租-KY(5871):前八月每股盈餘7.7元,獲利展望仍佳,股價仍於125-129元間整理。</span></div> <div class=draft--imgNormal draft-block><div><div style=height:641px class=image-block-prerender data-src=https://images.vocus.cc/10e6c57b-a13b-40f6-a6b1-912455e97a0d.png data-width=641 data-height=469 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left>相關新聞:<br><a href=https://tw.stock.yahoo.com/news/%E4%B8%AD%E7%A7%9F%E6%94%BE%E6%AC%BE%E8%88%87%E6%87%89%E6%94%B6%E5%B8%B3%E6%AC%BE%E5%A2%9E-%E5%89%8D8%E6%9C%88%E6%AF%8F%E8%82%A1%E7%A8%85%E5%BE%8C%E8%B3%BA7-7%E5%85%83-120021841.html target=_blank class=draft--a><span style=font-weight: bold; >中租放款與應收帳款增 前8月每股稅後賺7.7元</span></a><span style=font-weight: bold; ><br></span><a href=https://tw.stock.yahoo.com/news/%E5%80%8B%E8%82%A1-%E5%AF%8C%E9%82%A6%E5%AA%92-8454-%E6%94%9C%E4%B8%AD%E7%A7%9F-5871-040120895.html target=_blank class=draft--a><span style=font-weight: bold; >個股:富邦媒(8454)攜中租(5871)推「零卡分期」,搶攻數百萬無卡族市場</span></a></div> <div class=draft-block draft--p left><span style=font-weight: bold; >霈方(6574):8月營收9236萬元,月增率9.79%,年增率15.20%,營收動能回升。<br><br>富邦美國特別股(00717):每季配息,以獲取穩定現金流為目標。<br><br>創業家(8477):營收增長,子公司松果購物業績佳,擬於10月中上興櫃,創業家持有股權達53.84%。<br><br>相關新聞:<br></span><a href=https://tw.stock.yahoo.com/news/%E6%9C%AA%E4%B8%8A%E5%B8%82-%E6%9D%BE%E6%9E%9C%E8%B3%BC%E7%89%A9-6740-%E9%80%81%E4%BB%B6%E7%94%B3%E8%AB%8B%E7%99%BB%E8%88%88%E6%AB%83-107%E5%B9%B4%E6%AF%8F%E8%82%A1%E7%9B%88%E9%A4%981-032939136.html target=_blank class=draft--a><span style=font-weight: bold; >未上市:松果購物(6740)送件申請登興櫃,107年每股盈餘1.32元</span></a><span style=font-weight: bold; ><br></span><a href=https://tw.stock.yahoo.com/news/%E6%A5%AD%E7%B8%BE-%E9%9B%BB%E5%AD%90%E5%95%86%E5%8B%99-%E6%9D%BE%E6%9E%9C%E8%B3%BC%E7%89%A99%E6%9C%88%E7%87%9F%E6%94%B6%E5%B9%B4%E5%A2%9E86-7-%E7%B6%AD%E6%8C%81%E9%AB%98%E9%80%9F%E6%88%90%E9%95%B7-080405307.html target=_blank class=draft--a><span style=font-weight: bold; >《業績-電子商務》松果購物9月營收年增86.7%,維持高速成長</span></a></div> <div class=draft-block draft--p left><span style=font-weight: bold; >兆豐金(2886):前8月每股盈餘1.49元,如下半年營運持穩,業績應可維持與去年相當,持股占投資組合將近35%,以擴增持股張數存股為主要策略。</span></div> <div class=draft-block draft--p left><span style=font-weight: bold; >第三季已實現損益:</span></div> <div class=draft-block draft--p left><span style=font-weight: bold; >酬率:-6.75%</span></div>