南電、景碩、欣興等ABF載板3雄首遭降評! - 股票QA

By Steve
at 2022-06-01T10:08
at 2022-06-01T10:08
Table of Contents
原文標題:
南電、景碩、欣興等ABF載板3雄首遭降評!外資一原因狠砍4成目標價
原文連結:
https://reurl.cc/q5pmrn
發布時間:
09:132022-06-01
記者署名:
旺得富理財網 李宗莉
原文內容:
科技廠中前景最為看好的ABF載板3雄,美系外資竟開出降評第1槍!該外資認為ABF載板今
年缺口降至10%以內,遠低於去年的19%,考量漲價趨勢即將喊卡,除將南電、景碩、欣興
評等降至中立,目標價更大砍35~40%。
該外資出具最新研究報告指出,雖然ABF廠未見砍單,但基於PC與伺服器需求降溫,ABF載
板漲價趨勢可能告終,因此調整載板3雄獲利預估,除欣興目標價從370元降至240元,南
電也從670元降至420元,景碩則從300元降至180元,降幅高達40%最慘。
美系外資表示,PC需求衰退,今年出貨量恐年減11%,伺服器出貨情況同受影響,ABF載板
短缺缺口急遽萎縮,預期ABF載板2022~2025年的供需缺口降至5~7%。
即使暫無訂單調整,但考量產業後市,因而決定將ABF3雄的評等由加碼降至持有,目標價
也逐一調降。
但該外資仍強調,ABF3雄第2季平均營收季增率仍有5~10%水準,但考量產業需求和獲利預
估,今年僅欣興獲利可持續成長,EPS估由17.33元微升至17.51元。
然而外資近來看法明顯不同調,日前另一美系外資才喊多ABF載板,認為市場價格持續上
漲,加上內容升級,重申3雄買入評等。
當時同為美系的外資認為,第2季和下半季ABF載板價格看漲,並點出PC出貨量組合增強、
伺服器與數據中心需求穩定、網路交換器與汽車電子晶片需求下半年持續旺盛等4大需求
,將推動供給緊張,有利賣方定價趨勢延續。
心得/評論:
完啦!這下子真的BBQ啦,大砍40%,投信認賠
前幾天買的外資又要大賣啦,越套越多人
看來ABF將走入歷史 不!死鳥
--
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