2474多 - 股票
By Quintina
at 2017-11-06T14:51
at 2017-11-06T14:51
Table of Contents
可成公告
10月營收123.94億
九月營收114.46億
月增8.28%
年增51.49%
這幾年可成都沒有在台北開過法說會
台北算是金融重心
如果明天會有好消息的話
那大概開盤就直接噴出了
洪水樹董事長算很老實
可以去搜尋他的發言
一定不會讓股東失望
反觀
000000的董事長!!!
附上外資報告
https://imgur.com/TX55DmP
https://imgur.com/UqxkMAn
11/03 凱基王牌
評論及分析
2H18新款iPhone訂單為關注焦點,可成與鎧勝均是新贏家。我們預測2H18新款iPhone為改
善傳輸品質,金屬框將由更多部件組成 (iPhone X為4件),在金屬邊框設計與機殼組裝複
雜度提升下,加上2H18配備AMOLED與不鏽鋼金屬框的新款iPhone將增至2隻 (vs. 2H17僅1
款iPhone X),故Apple需要更多金屬框與機殼組裝產能,以及新供應商。我們預測可成將
取得不鏽鋼金屬框與機殼組裝訂單,鎧勝若4Q17底/1Q18初順利通過認證,則可望取得鋁
金屬框與機殼組裝訂單。
https://imgur.com/a/eNjEL
Q3 EPS 9.59元
--
10月營收123.94億
九月營收114.46億
月增8.28%
年增51.49%
這幾年可成都沒有在台北開過法說會
台北算是金融重心
如果明天會有好消息的話
那大概開盤就直接噴出了
洪水樹董事長算很老實
可以去搜尋他的發言
一定不會讓股東失望
反觀
000000的董事長!!!
附上外資報告
https://imgur.com/TX55DmP
https://imgur.com/UqxkMAn
11/03 凱基王牌
評論及分析
2H18新款iPhone訂單為關注焦點,可成與鎧勝均是新贏家。我們預測2H18新款iPhone為改
善傳輸品質,金屬框將由更多部件組成 (iPhone X為4件),在金屬邊框設計與機殼組裝複
雜度提升下,加上2H18配備AMOLED與不鏽鋼金屬框的新款iPhone將增至2隻 (vs. 2H17僅1
款iPhone X),故Apple需要更多金屬框與機殼組裝產能,以及新供應商。我們預測可成將
取得不鏽鋼金屬框與機殼組裝訂單,鎧勝若4Q17底/1Q18初順利通過認證,則可望取得鋁
金屬框與機殼組裝訂單。
https://imgur.com/a/eNjEL
Q3 EPS 9.59元
--
Tags:
股票
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