台積電將開啟多年高成長趨勢 外資喊397元 - 股票
By Vanessa
at 2020-01-15T21:54
at 2020-01-15T21:54
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5612/4290110
2.原文內容:
不畏美國對華為禁令,滙豐出報告力挺台積電,目標價上調至397元,打敗花旗的396
元目標價,成為外資圈最高。滙豐報告強調,台積電可能開啟多年的高成長趨勢,今年將
是第一年。
台積電16日將舉行法說會,左右台股封關行情。儘管股價起起落落,但在台積電法說
會前夕,外資圈忙著調高台積電目標價。除了花旗的396元之外,麥格理及野村都是目標價
395元。匯豐則將目標價從原先的338元直接大幅調高到397元,主要就是因為看好台積電今
年獲利強勁,且未來連續多年都可望有出色的成長動能。
滙豐最新報告指出,台積電今年的每股純益(EPS)預估成長率可達37%。匯豐給予台
積電高達22倍的本益比,因為認為台積電技術實力堅強,可望進一步提升市占率,華為砍
訂單不過是誤導人的消息。
報告指出,台積電今年成長動能強勁,驅動成長的來源有許多,包括手機、5G基礎建
設、CPU晶圓代工訂單成長、資料中心支出提高及半導體回補庫存等,今年台積電的毛利率
可望恢復到50%。明年起,台積電還可望擴展到其他市場,開啟多年的高成長模式。
報告預估,台積電今年第1季營收不致太弱,單季成長率介於零到負5%之間,優於前五
年第1季平均下滑9%。從2019年到2021年,台積電獲利的年複合成長率從20%調高到23%,遠
高於2008年到2018年的6%。
3.心得/評論:
這種感覺好像似曾相似,一堆外資上看台積電XXX,明天又法說會....
--
https://money.udn.com/money/story/5612/4290110
2.原文內容:
不畏美國對華為禁令,滙豐出報告力挺台積電,目標價上調至397元,打敗花旗的396
元目標價,成為外資圈最高。滙豐報告強調,台積電可能開啟多年的高成長趨勢,今年將
是第一年。
台積電16日將舉行法說會,左右台股封關行情。儘管股價起起落落,但在台積電法說
會前夕,外資圈忙著調高台積電目標價。除了花旗的396元之外,麥格理及野村都是目標價
395元。匯豐則將目標價從原先的338元直接大幅調高到397元,主要就是因為看好台積電今
年獲利強勁,且未來連續多年都可望有出色的成長動能。
滙豐最新報告指出,台積電今年的每股純益(EPS)預估成長率可達37%。匯豐給予台
積電高達22倍的本益比,因為認為台積電技術實力堅強,可望進一步提升市占率,華為砍
訂單不過是誤導人的消息。
報告指出,台積電今年成長動能強勁,驅動成長的來源有許多,包括手機、5G基礎建
設、CPU晶圓代工訂單成長、資料中心支出提高及半導體回補庫存等,今年台積電的毛利率
可望恢復到50%。明年起,台積電還可望擴展到其他市場,開啟多年的高成長模式。
報告預估,台積電今年第1季營收不致太弱,單季成長率介於零到負5%之間,優於前五
年第1季平均下滑9%。從2019年到2021年,台積電獲利的年複合成長率從20%調高到23%,遠
高於2008年到2018年的6%。
3.心得/評論:
這種感覺好像似曾相似,一堆外資上看台積電XXX,明天又法說會....
--
Tags:
股票
All Comments
By Queena
at 2020-01-19T03:36
at 2020-01-19T03:36
By Leila
at 2020-01-23T13:03
at 2020-01-23T13:03
By Andy
at 2020-01-24T22:54
at 2020-01-24T22:54
By Ursula
at 2020-01-25T02:04
at 2020-01-25T02:04
By Damian
at 2020-01-28T00:24
at 2020-01-28T00:24
By Damian
at 2020-01-30T13:13
at 2020-01-30T13:13
By Kama
at 2020-02-03T20:37
at 2020-02-03T20:37
By Kama
at 2020-02-04T21:26
at 2020-02-04T21:26
By Yedda
at 2020-02-05T05:09
at 2020-02-05T05:09
By Frederic
at 2020-02-07T14:27
at 2020-02-07T14:27
By Ingrid
at 2020-02-09T22:40
at 2020-02-09T22:40
By Steve
at 2020-02-14T05:40
at 2020-02-14T05:40
By Franklin
at 2020-02-16T05:09
at 2020-02-16T05:09
By Regina
at 2020-02-17T15:40
at 2020-02-17T15:40
By Elvira
at 2020-02-21T17:25
at 2020-02-21T17:25
By Kumar
at 2020-02-23T13:49
at 2020-02-23T13:49
By Daniel
at 2020-02-27T12:52
at 2020-02-27T12:52
By Lauren
at 2020-03-01T19:09
at 2020-03-01T19:09
By Lydia
at 2020-03-03T16:19
at 2020-03-03T16:19
By Annie
at 2020-03-04T01:05
at 2020-03-04T01:05
By Odelette
at 2020-03-07T07:35
at 2020-03-07T07:35
By Megan
at 2020-03-08T21:54
at 2020-03-08T21:54
By Edith
at 2020-03-10T15:37
at 2020-03-10T15:37
By Odelette
at 2020-03-11T02:51
at 2020-03-11T02:51
By Kyle
at 2020-03-13T18:29
at 2020-03-13T18:29
By Zenobia
at 2020-03-17T06:37
at 2020-03-17T06:37
By Lucy
at 2020-03-17T20:47
at 2020-03-17T20:47
By Leila
at 2020-03-20T10:29
at 2020-03-20T10:29
By Zenobia
at 2020-03-25T08:53
at 2020-03-25T08:53
By Xanthe
at 2020-03-28T21:04
at 2020-03-28T21:04
By Eden
at 2020-04-01T04:43
at 2020-04-01T04:43
By Olive
at 2020-04-05T22:59
at 2020-04-05T22:59
By Jack
at 2020-04-07T19:11
at 2020-04-07T19:11
By Delia
at 2020-04-12T07:33
at 2020-04-12T07:33
By Agnes
at 2020-04-14T08:09
at 2020-04-14T08:09
By Gary
at 2020-04-16T00:21
at 2020-04-16T00:21
By Edwina
at 2020-04-20T12:02
at 2020-04-20T12:02
By Olga
at 2020-04-22T16:35
at 2020-04-22T16:35
By Isabella
at 2020-04-25T08:13
at 2020-04-25T08:13
By Rachel
at 2020-04-29T22:43
at 2020-04-29T22:43
By Jack
at 2020-05-04T09:47
at 2020-05-04T09:47
By Mason
at 2020-05-04T14:29
at 2020-05-04T14:29
By Daph Bay
at 2020-05-06T09:19
at 2020-05-06T09:19
By Agatha
at 2020-05-07T23:19
at 2020-05-07T23:19
By Freda
at 2020-05-09T11:06
at 2020-05-09T11:06
By Charlie
at 2020-05-10T09:01
at 2020-05-10T09:01
By Aaliyah
at 2020-05-10T18:31
at 2020-05-10T18:31
By Selena
at 2020-05-12T07:19
at 2020-05-12T07:19
By Tom
at 2020-05-16T08:10
at 2020-05-16T08:10
By Faithe
at 2020-05-20T08:19
at 2020-05-20T08:19
By Damian
at 2020-05-22T09:03
at 2020-05-22T09:03
By Eden
at 2020-05-23T06:44
at 2020-05-23T06:44
By Odelette
at 2020-05-26T05:49
at 2020-05-26T05:49
By Sandy
at 2020-05-27T08:11
at 2020-05-27T08:11
By Caroline
at 2020-05-29T18:26
at 2020-05-29T18:26
By Candice
at 2020-05-30T21:26
at 2020-05-30T21:26
By Belly
at 2020-06-03T20:29
at 2020-06-03T20:29
By Yedda
at 2020-06-05T05:21
at 2020-06-05T05:21
By Yedda
at 2020-06-07T03:55
at 2020-06-07T03:55
By Connor
at 2020-06-08T07:09
at 2020-06-08T07:09
By Ivy
at 2020-06-09T12:58
at 2020-06-09T12:58
By Robert
at 2020-06-14T03:08
at 2020-06-14T03:08
By Tracy
at 2020-06-14T16:55
at 2020-06-14T16:55
By Barb Cronin
at 2020-06-16T00:50
at 2020-06-16T00:50
By Kristin
at 2020-06-20T10:38
at 2020-06-20T10:38
By Irma
at 2020-06-21T06:26
at 2020-06-21T06:26
By Rachel
at 2020-06-25T17:22
at 2020-06-25T17:22
By Ethan
at 2020-06-26T12:33
at 2020-06-26T12:33
By Margaret
at 2020-06-28T14:14
at 2020-06-28T14:14
By Kumar
at 2020-07-02T16:19
at 2020-07-02T16:19
By Emma
at 2020-07-04T04:23
at 2020-07-04T04:23
By Kumar
at 2020-07-04T21:19
at 2020-07-04T21:19
By Rachel
at 2020-07-08T11:08
at 2020-07-08T11:08
By Kumar
at 2020-07-11T09:40
at 2020-07-11T09:40
By Carol
at 2020-07-15T06:38
at 2020-07-15T06:38
By Olivia
at 2020-07-19T22:28
at 2020-07-19T22:28
By Rachel
at 2020-07-20T05:06
at 2020-07-20T05:06
By Emma
at 2020-07-22T19:38
at 2020-07-22T19:38
By Skylar DavisLinda
at 2020-07-23T01:10
at 2020-07-23T01:10
By Brianna
at 2020-07-25T17:06
at 2020-07-25T17:06
By Suhail Hany
at 2020-07-28T05:11
at 2020-07-28T05:11
By Oliver
at 2020-07-28T23:05
at 2020-07-28T23:05
By Anthony
at 2020-08-02T20:49
at 2020-08-02T20:49
By Kyle
at 2020-08-07T04:42
at 2020-08-07T04:42
By Joseph
at 2020-08-08T22:05
at 2020-08-08T22:05
By George
at 2020-08-11T21:02
at 2020-08-11T21:02
By Necoo
at 2020-08-12T09:46
at 2020-08-12T09:46
By Kyle
at 2020-08-16T18:06
at 2020-08-16T18:06
By Ursula
at 2020-08-20T12:18
at 2020-08-20T12:18
By Eartha
at 2020-08-22T13:04
at 2020-08-22T13:04
By Lucy
at 2020-08-25T05:53
at 2020-08-25T05:53
By Elizabeth
at 2020-08-29T17:33
at 2020-08-29T17:33
By Eden
at 2020-09-03T04:52
at 2020-09-03T04:52
By Leila
at 2020-09-07T06:23
at 2020-09-07T06:23
By Victoria
at 2020-09-11T01:01
at 2020-09-11T01:01
By Ingrid
at 2020-09-14T17:19
at 2020-09-14T17:19
By Agnes
at 2020-09-16T15:29
at 2020-09-16T15:29
By Eartha
at 2020-09-18T13:03
at 2020-09-18T13:03
Related Posts
日經:華府施壓台積電在美生產軍用晶片
By Sarah
at 2020-01-15T21:19
at 2020-01-15T21:19
三大外資唱旺 台股將上演慶祝行情
By Necoo
at 2020-01-15T21:18
at 2020-01-15T21:18
說崩就崩 大陸ETC概念股集體暴跌
By Necoo
at 2020-01-15T21:10
at 2020-01-15T21:10
「華爾街女神」認了!無照開課海削投資
By Ida
at 2020-01-15T21:03
at 2020-01-15T21:03
1/15 集中市場三大法人買賣超前30名
By Lauren
at 2020-01-15T20:44
at 2020-01-15T20:44