〈群創停辦法說〉法人研判 可能有2大理由 - 股票
By Rebecca
at 2018-04-14T08:39
at 2018-04-14T08:39
Table of Contents
1.原文連結:
https://news.cnyes.com/news/id/4095704
2.原文內容:
今年第 1 季財報逐漸進入公布高峰期,各科技大廠將陸續召開法說會,面板大廠群創
(3481-TW) 卻是無預警宣布今年起不再自辦法說,震驚法人圈及市場,法人認為,除了
產業景氣循環進入收縮期,今年獲利承壓之外,或許也跟迴避敏感問題的考量有關。
至於改用書面說明產業景氣及動態,能否滿足法人需求,則仍待觀察。
面板及相關零組件廠友達 (2409-T)、瑞儀 (6116-TW)、中光電 (5371-TW) 都排定在 4
月 26 日召開法說會。
沒想到,群創卻是突然宣布不辦法說會了,引來市場揣測紛紛,法人指出,今年面板產業
面臨轉折關鍵,景氣循環進入收縮,面板廠今年獲利挑戰嚴峻,今年第 1 季營益率及毛
利率恐將雙降,第 2 季也恐無力止跌,也許是讓群創決定停辦法說的一項重要原因。
另外,包括鴻海 (2317-TW) 集團在美國及中國的面板廠投資,群創常要面臨替集團回答
問題的情況,法人猜測群創也可能是想迴避一些敏感議題,同時,也不用每季讓董事長、
總經理帶著財務、業務主管一起花 1-2 小時的時間來回答法人提問,省下來的時間成本
,可以更聚焦在經營及業務上。
事實上,法人對群創今年第 1 季的法說有許多關注的重點,除了應對景氣循環的策略之
外,重返整機市場的績效也是市場觀察重點;另外,面對中國面板廠新產能開出的競爭,
市場是否再陷入供需失衡? 還有 300 多億元買走高雄路竹 LTPS 廠之後,包括產能的調
整及效益等,諸多的問題,是否能用書面說明釋疑市場法人,是後續觀察重點。
3.心得/評論:
這樣也好 !
--
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