摘要 本研究探討全球博弈指數(Snet)、道瓊美國博弈指數(DJUSCA)、TAIEX指數、OTC指數、公司之EPS、ROA、ROE、三大法人買賣超對於公司股價之影響,並建立未來中長期持股之投資策略。 研究對象為臺灣博弈概念股之泰偉(3064)、伍豐(8076)、研華(2395)、友通(2397)、廣積(8050)、智冠(5478)、飛捷(6206)、威強電(3022) 、艾訊(3088)、瑞傳(6105)、廣錠(6441) 等公司。研究期間為2009.1.5~2016.6.30。 實證結果顯示:全球博弈指數(Snet)和道瓊美國博弈指數(DJUSCA)指數對伍豐(8076)、研華(2395)、飛捷(6206)、艾訊(3088)、瑞傳(6105)等股價有顯著之正向影響。因此投資人若欲投資臺灣博弈概念股,可依據自己本身資金情況,從伍豐(8076)、研華(2395)、飛捷(6206)、艾訊(3088)、瑞傳(6105)等股票中,選擇經營獲利較佳之公司,作為投資博弈摡念股之投資標的。 關鍵詞:全球博弈指數(Snet)、道瓊美國博弈指數(DJUSCA)、博弈概念股
ABSTRACT This research discussed the effect of Snet, DJUSCA, TAIEX Index, OTC Index, company’s EPS, ROA, ROE and net buy/sell of three institutional investors difference on company’s stock price and established the future medium and long-term equity investment strategy. The research subjects were Astro, Firich Enterprises, Advantech, DFI, IBASE Technology, Soft-World, Flytech Technology, IEI Integration, Axiomtek, Portwell, and IBASE GAMING of Taiwan’s Gambling Concept stock. The research period is from Jan. 5, 2009 to Jun. 30, 2016. The empirical result shows that Snet and DJUSCA index have the significantly positive effect on the stock price of Firich Enterprises, Advantech, Flytech Technology, Axiomtek, and Portwell. Therefore, if investors intend to invest in Taiwan’s Gambling Concept stock, they can choose the company with better profitability from the stocks of Firich Enterprises, Advantech, Flytech Technology, Axiomtek, and Portwell according to their own capital position as the investment target of investment gambling concept stock. keywords:S-net Gaming,(S-Network Global Indexes),DJUSCA(Dow Jones U.S Gambling Index), Gambling Concept Stock