六外資砍價大立光 最低目標價2,800元 - 股票

By Oscar
at 2021-01-09T23:33
at 2021-01-09T23:33
Table of Contents
1.原文連結:
https://tinyurl.com/y2pygmp9
2.原文內容:
大立光(3008)去年12月營收不如預期,法說會展望又低於預測,外資圈湧現第二波「失
望砍價潮」,包括摩根士丹利、大和資本、瑞士信貸及美銀證券券等全面下修目標價,最
低探2,800元。大立光今天上演「3,000元保衛戰」,最低抵2,965元,後買盤急拉返回
3,000元整數關卡。
延伸閱讀》權王發威、股王憔悴 大立光早盤一度失守3,000元
六家下修外資的調整包括瑞士信貸重申「優於大盤」,目標價4,600元降至4,200元,大和
資本維持「買進」,目標價4,200元降至4,080元,瑞銀重申「買進」,目標價4,050元降
至3,850元。
摩根士丹利維持「中立」,目標價3,800元砍至3,300元,滙豐證券降至「持有」,目標價
3,675元砍到3,000元,美銀證券重申「劣於大盤」,目標價3,000元砍至2,800元。
另摩根大通日前已下修,最新重申「中立」和3,300元目標價,野村重申「買進」、目標
價3,890元,花旗維持「買進」、目標價4,140元。主要外資對大立光最高股價預測全面降
到4,300元之下。
摩根士丹利表示,大立光展望第1季營運不樂觀,元月有半導體組件缺貨衝擊,2月碰上農
曆春節,使得營收逐月遞減。推估第1季營收較去年第4季衰退21%,相對去年同期也下滑
9%,落在約121億元的水準。
摩根士丹利指出,中長線來看,大立光對高階鏡頭的升級看法比去年好,包括手機鏡頭持
續升級到7P、8P,9P也有不錯展望,但這些鏡頭實際的滲透率仍有變數,還有8P、9P積極
量產的時程也不確定,恐衝擊毛利率表現,因此大幅下修財測。
3.心得/評論:
瘦死的駱駝比馬大 還是很貴阿
有人要歐印空了嗎 年前就看這把了
--
https://i.imgur.com/SkNsi0Y.gif
https://i.imgur.com/xYq8Poc.gif
--
https://tinyurl.com/y2pygmp9
2.原文內容:
大立光(3008)去年12月營收不如預期,法說會展望又低於預測,外資圈湧現第二波「失
望砍價潮」,包括摩根士丹利、大和資本、瑞士信貸及美銀證券券等全面下修目標價,最
低探2,800元。大立光今天上演「3,000元保衛戰」,最低抵2,965元,後買盤急拉返回
3,000元整數關卡。
延伸閱讀》權王發威、股王憔悴 大立光早盤一度失守3,000元
六家下修外資的調整包括瑞士信貸重申「優於大盤」,目標價4,600元降至4,200元,大和
資本維持「買進」,目標價4,200元降至4,080元,瑞銀重申「買進」,目標價4,050元降
至3,850元。
摩根士丹利維持「中立」,目標價3,800元砍至3,300元,滙豐證券降至「持有」,目標價
3,675元砍到3,000元,美銀證券重申「劣於大盤」,目標價3,000元砍至2,800元。
另摩根大通日前已下修,最新重申「中立」和3,300元目標價,野村重申「買進」、目標
價3,890元,花旗維持「買進」、目標價4,140元。主要外資對大立光最高股價預測全面降
到4,300元之下。
摩根士丹利表示,大立光展望第1季營運不樂觀,元月有半導體組件缺貨衝擊,2月碰上農
曆春節,使得營收逐月遞減。推估第1季營收較去年第4季衰退21%,相對去年同期也下滑
9%,落在約121億元的水準。
摩根士丹利指出,中長線來看,大立光對高階鏡頭的升級看法比去年好,包括手機鏡頭持
續升級到7P、8P,9P也有不錯展望,但這些鏡頭實際的滲透率仍有變數,還有8P、9P積極
量產的時程也不確定,恐衝擊毛利率表現,因此大幅下修財測。
3.心得/評論:
瘦死的駱駝比馬大 還是很貴阿
有人要歐印空了嗎 年前就看這把了
--
https://i.imgur.com/SkNsi0Y.gif
https://i.imgur.com/xYq8Poc.gif
--
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