友達外資評等維持劣於大盤 目標價10元 - 股票
By Rae
at 2018-04-17T11:22
at 2018-04-17T11:22
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5641/3090812
2.原文內容:
亞系外資預期,LCD面板長期仍將持續供給過剩趨勢,價格恐緩步下跌,將侵蝕面板廠友
達毛利率與現金流,維持友達「劣於大盤」投資評等及目標價10元。
亞系外資推估,友達2018年全年營收將年減12%,毛利率與營業利益率將分別下滑6.4個百
分點、7.3個百分點,預期大尺寸面板出貨將年減2%、平均售價將年減12%。
展望2019年,亞系外資預估友達營收將年減9%,毛利率與營業利益率將再衰退2.6個百分
點、3.3個百分點,同時大尺寸面板出貨將年減2%、平均售價將年減11%。
亞系外資認為,面板廠從2017年下半年起開出新產能,導致LCD面板供給過剩、進入景氣
下行週期,可能侵蝕友達毛利率與現金流,未來數個月友達股價恐面臨波動,維持「劣於
大盤」評等及目標價10元。
3.心得/評論:
慘 10元 !
--
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