亞系外資調降聯詠評等 目標價下修至500元 - 股票
By Lily
at 2021-06-02T13:18
at 2021-06-02T13:18
Table of Contents
原文標題:亞系外資調降聯詠評等 目標價下修至500元
原文連結:https://udn.com/news/story/7240/5502787
發布時間:2021-06-02 11:08 經濟日報 / 記者楊伶雯/台北即時報導
原文內容:
聯詠(3034)先後遭兩家外資調降評等及目標價,亞系外資認為,聯詠第2季毛利率將達
近期高峰,受到下半年電視驅動IC平均價格恐將走跌的影響,下修聯詠今明年毛利率及每
股盈餘預估,同時決定調降評等至持有,目標價由725元降到500元。
亞系外資表示,聯詠認為半導體缺貨可持續到下半年及2022年,但預期液晶電視面板漲價
高峰恐將比原預估的時間提早,預計將在6月或第3季初達高峰,已出現液晶電視需求走弱
的跡象,且開始影響整體供應鏈。
亞系外資下修聯詠今年液晶電視相關晶片營收比重,由29%下修到25%,主要是考量大尺寸
驅動IC和液晶電視系統單晶片市場需求放緩;預估聯詠今年第2季毛利率將達46.7%,創近
期高點,由於第2季大尺寸驅動IC平均價格季增20%,第3季恐將不再上漲,下半年價格恐
將走跌。
亞系外資下修聯詠今明年毛利率至45%、40%;今明年每股盈餘預估下修至45.35元、40.15
元,將評等由原先買進調降至中立的持有,目標價降至500元。
聯詠今(2)日以515元開出,下跌1元,一度翻紅至521元,盤中再翻黑,一度下探至503
元,下跌13元,盤中跌幅2.32%。
心得/評論:
滷肉飯爬山慢吞吞,下山用滾的。外資一下喊低一下喊高,現在又喊低。
500元買的滷肉飯不知道要吃到什麼時候。
99滷肉 QQ
--
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