一度升破30元 恐吃掉本季獲利 代工廠備戰 - 股票
By William
at 2019-12-31T21:23
at 2019-12-31T21:23
Table of Contents
https://news.cnyes.com/news/id/4428634
新台幣今 (31) 日一度見到 2 字頭,突破 30 元最高衝上 29.979 元兌換 1 美元,觀
察第 4 季以來,新台幣兌美元最高強升近 3.4%,升值幅度明顯,且又正逢季底,組裝
代工廠第 4 季業外恐難逃匯損壓力。
市場憂,代工廠廣達 (2382)、緯創 (3231)、仁寶 (2324)、英業達(2356)與和碩(4938)
等,因計價幣別多採美元,若新台幣在季底短時間內升值幅度過大,各廠難避險因應。
觀察近年匯損最嚴重的時間落在 2017 年第 1 季,新台幣單季兌美元升值近 6%,侵蝕代
工廠獲利,其中仁寶匯損 16.4 億元最嚴重,和碩、英業達也分別有 12.8、12.08 億元
匯損,合計 2017 年該年度五大代工廠匯損高達 50 億元。
新台幣今以 30.15 元、貶值 1.5 分開出後,隨即出現強升走勢,開盤不到半小時即升破
30 元整數關卡,盤中不斷創高,最高來到 29.979 元,觀察本季新台幣匯率,第 4 季
新台幣兌美元強升逾 3%,兌人民幣也升近 1%。
台幣升值恐造成代工廠出現匯兌損失,甚至吃掉部分換機潮所帶來的營運獲利,主因是代
工廠有營收大、利潤薄的特性,受匯率變動影響大,因此各廠面對匯率變動都積極備戰。
這波台幣升得又多又快 毛3到4的代工廠484慘了?
壽險 代工廠 哪個比較慘?
有升值受惠股嗎? 原物料進口?
--
新台幣今 (31) 日一度見到 2 字頭,突破 30 元最高衝上 29.979 元兌換 1 美元,觀
察第 4 季以來,新台幣兌美元最高強升近 3.4%,升值幅度明顯,且又正逢季底,組裝
代工廠第 4 季業外恐難逃匯損壓力。
市場憂,代工廠廣達 (2382)、緯創 (3231)、仁寶 (2324)、英業達(2356)與和碩(4938)
等,因計價幣別多採美元,若新台幣在季底短時間內升值幅度過大,各廠難避險因應。
觀察近年匯損最嚴重的時間落在 2017 年第 1 季,新台幣單季兌美元升值近 6%,侵蝕代
工廠獲利,其中仁寶匯損 16.4 億元最嚴重,和碩、英業達也分別有 12.8、12.08 億元
匯損,合計 2017 年該年度五大代工廠匯損高達 50 億元。
新台幣今以 30.15 元、貶值 1.5 分開出後,隨即出現強升走勢,開盤不到半小時即升破
30 元整數關卡,盤中不斷創高,最高來到 29.979 元,觀察本季新台幣匯率,第 4 季
新台幣兌美元強升逾 3%,兌人民幣也升近 1%。
台幣升值恐造成代工廠出現匯兌損失,甚至吃掉部分換機潮所帶來的營運獲利,主因是代
工廠有營收大、利潤薄的特性,受匯率變動影響大,因此各廠面對匯率變動都積極備戰。
這波台幣升得又多又快 毛3到4的代工廠484慘了?
壽險 代工廠 哪個比較慘?
有升值受惠股嗎? 原物料進口?
--
Tags:
股票
All Comments
By Liam
at 2020-01-02T06:11
at 2020-01-02T06:11
By Erin
at 2020-01-03T01:02
at 2020-01-03T01:02
By Edward Lewis
at 2020-01-04T00:11
at 2020-01-04T00:11
By Valerie
at 2020-01-08T01:11
at 2020-01-08T01:11
By Odelette
at 2020-01-11T21:50
at 2020-01-11T21:50
By Sarah
at 2020-01-15T10:09
at 2020-01-15T10:09
By Erin
at 2020-01-20T05:33
at 2020-01-20T05:33
By Ethan
at 2020-01-21T07:20
at 2020-01-21T07:20
By Enid
at 2020-01-24T06:16
at 2020-01-24T06:16
By Edward Lewis
at 2020-01-25T04:47
at 2020-01-25T04:47
By Rae
at 2020-01-28T17:48
at 2020-01-28T17:48
By William
at 2020-01-30T11:33
at 2020-01-30T11:33
By Rosalind
at 2020-01-31T11:02
at 2020-01-31T11:02
By Rosalind
at 2020-02-04T11:53
at 2020-02-04T11:53
By Tristan Cohan
at 2020-02-08T20:18
at 2020-02-08T20:18
By Barb Cronin
at 2020-02-10T15:25
at 2020-02-10T15:25
By Edwina
at 2020-02-15T13:18
at 2020-02-15T13:18
By Agatha
at 2020-02-16T21:50
at 2020-02-16T21:50
By Brianna
at 2020-02-19T06:22
at 2020-02-19T06:22
By Frederica
at 2020-02-24T00:59
at 2020-02-24T00:59
By Wallis
at 2020-02-28T12:51
at 2020-02-28T12:51
By Aaliyah
at 2020-03-03T03:48
at 2020-03-03T03:48
By Jacob
at 2020-03-06T22:40
at 2020-03-06T22:40
By Hardy
at 2020-03-07T20:46
at 2020-03-07T20:46
By Harry
at 2020-03-08T15:07
at 2020-03-08T15:07
By Agnes
at 2020-03-12T00:14
at 2020-03-12T00:14
By Lydia
at 2020-03-15T17:13
at 2020-03-15T17:13
By Mary
at 2020-03-19T21:28
at 2020-03-19T21:28
By Suhail Hany
at 2020-03-21T20:47
at 2020-03-21T20:47
By Quanna
at 2020-03-22T08:06
at 2020-03-22T08:06
By Gary
at 2020-03-23T10:59
at 2020-03-23T10:59
By Dora
at 2020-03-26T01:54
at 2020-03-26T01:54
By Suhail Hany
at 2020-03-27T23:47
at 2020-03-27T23:47
By Sierra Rose
at 2020-03-31T18:59
at 2020-03-31T18:59
By Mason
at 2020-04-04T11:50
at 2020-04-04T11:50
By Jack
at 2020-04-05T01:09
at 2020-04-05T01:09
By Daph Bay
at 2020-04-06T23:15
at 2020-04-06T23:15
By Dora
at 2020-04-08T08:30
at 2020-04-08T08:30
By Anthony
at 2020-04-08T21:03
at 2020-04-08T21:03
By Zora
at 2020-04-13T08:53
at 2020-04-13T08:53
By Zenobia
at 2020-04-15T11:49
at 2020-04-15T11:49
By Quintina
at 2020-04-19T08:38
at 2020-04-19T08:38
By David
at 2020-04-21T05:34
at 2020-04-21T05:34
By Rebecca
at 2020-04-22T16:33
at 2020-04-22T16:33
By Valerie
at 2020-04-25T11:32
at 2020-04-25T11:32
By Connor
at 2020-04-27T01:56
at 2020-04-27T01:56
By Tom
at 2020-04-29T17:15
at 2020-04-29T17:15
By Eartha
at 2020-05-02T11:36
at 2020-05-02T11:36
By Lauren
at 2020-05-06T09:07
at 2020-05-06T09:07
By Charlotte
at 2020-05-10T12:05
at 2020-05-10T12:05
By Damian
at 2020-05-11T07:00
at 2020-05-11T07:00
By Emily
at 2020-05-12T13:40
at 2020-05-12T13:40
By Blanche
at 2020-05-15T13:17
at 2020-05-15T13:17
Related Posts
6147 頎邦 癢了,多!
By Lily
at 2019-12-31T21:18
at 2019-12-31T21:18
道瓊03(UDH0)
By Blanche
at 2019-12-31T20:48
at 2019-12-31T20:48
用什麼選股策略來搭配標的文?
By Callum
at 2019-12-31T20:28
at 2019-12-31T20:28
65歲 2450萬 該如何選股?
By Delia
at 2019-12-31T20:21
at 2019-12-31T20:21
4580捷流閥業 有搞頭嘛?
By Olga
at 2019-12-31T20:18
at 2019-12-31T20:18