光寶科外資升目標價至65元 - 股票
By Carolina Franco
at 2021-01-26T13:45
at 2021-01-26T13:45
Table of Contents
來源連結
https://www.google.com/amp/s/udn.com/news/amp/story/7251/5204067
內文
瑞信證券表示，光寶科（2301）今年將新增資料中心訂單，加上居家辦公需求續強，電動
車市場快速發展，光寶科毛利及獲利成長將優於預期，上修投資評級至「優於大盤」，目
標價從51元提高到65元。
瑞信指出，光寶科今年中有望新增美系資料中心大型客戶訂單，為核心的電源管理事業挹
注動能，初步光寶科出貨量預期不大，但對毛利率有卓著貢獻，屆時可望帶動一波估值上
修行情。
此外，瑞信也預期，光寶科光學事業保持強勁，主因集團已打入歐系汽車鏈，在電動車發
展如火如荼，光寶科產品需求樂觀。今年下半年受到去年分拆事業影響，營運基期低，也
有利保持成長趨勢。
瑞信表示，光寶科潛能值得期待，但目前本益比僅十倍，不僅低於台股的28倍，也落後光
寶科近年平均的11倍水準，未來獲利能力改善顯現，市場評價將顯著上修。
心得
QQ喔喔喔！！光寶現在被盯上惹！這2天的漲幅大家都看的見！！偶也不知道是不是要再
拉起來的信號～今天還頂住大盤壓力提供參考～
--
https://www.google.com/amp/s/udn.com/news/amp/story/7251/5204067
內文
瑞信證券表示，光寶科（2301）今年將新增資料中心訂單，加上居家辦公需求續強，電動
車市場快速發展，光寶科毛利及獲利成長將優於預期，上修投資評級至「優於大盤」，目
標價從51元提高到65元。
瑞信指出，光寶科今年中有望新增美系資料中心大型客戶訂單，為核心的電源管理事業挹
注動能，初步光寶科出貨量預期不大，但對毛利率有卓著貢獻，屆時可望帶動一波估值上
修行情。
此外，瑞信也預期，光寶科光學事業保持強勁，主因集團已打入歐系汽車鏈，在電動車發
展如火如荼，光寶科產品需求樂觀。今年下半年受到去年分拆事業影響，營運基期低，也
有利保持成長趨勢。
瑞信表示，光寶科潛能值得期待，但目前本益比僅十倍，不僅低於台股的28倍，也落後光
寶科近年平均的11倍水準，未來獲利能力改善顯現，市場評價將顯著上修。
心得
QQ喔喔喔！！光寶現在被盯上惹！這2天的漲幅大家都看的見！！偶也不知道是不是要再
拉起來的信號～今天還頂住大盤壓力提供參考～
--
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