國巨Q1季報驚豔,外資喊上852元 - 股票
By Quanna
at 2018-04-25T14:05
at 2018-04-25T14:05
Table of Contents
1.原文連結:
https://goo.gl/cK8qbV
2.原文內容:
國巨Q1季報驚豔,外資喊上852元
【時報記者張漢綺台北報導】國巨 (2327) 公布第1季財報,單季合併毛利率達51.4%,季
增7.7個百分點,單季每股盈餘達12.15元,讓市場驚豔,由於MLCC及晶片電阻漲價效益顯
現,且車用及工業等高毛利率產品比重拉升,外資及法人紛紛上調國巨今年獲利預估,目
標價也上調至700元以上,歐系外資更將國巨目標價上調至852元。
國巨公布第1季合併營收110.23億元,較上一季成長14.2%,較去年同期成長61.7%,創
下單季歷史新高,由於車用及工業產品比重拉升,單季合併毛利率達51.4%,較上一季增
加7.7個百分點,較去年同期增加27.5個百分點,營業利益為46.7億元,營業淨利率達
42.4%,季增7.4個百分點,年增28.7個百分點,稅後盈餘為42.58億元,單季每股盈餘
12.15元,均創下單季歷史新高。
國巨表示,第1季合併營業收入、營業毛利、營業淨利、稅後淨利及每股稅後盈餘等再
度創下歷年來新高,主要來自於高階車用電子及工規產品出貨比重提升、高端客戶需求穩
定成長、利基型產品擴產效益顯現、MLCC及晶片電阻供需狀況持續緊缺,使公司整體營運
及產品組合持續優化,儘管全球經濟及產業仍有諸多不確定因素,如國際貿易仍有爭端、
國際環境保護法規趨嚴、受匯率波動及升息影響、被動元件同業價格競爭等,國巨仍將持
續提升技術能力及遵循當地環保法規要求、審慎執行必要性金融避險策略、擴大利基型車
用工規產能規模比重、優化產品及終端客戶組合,帶動業績及獲利進一步的成長。
由於MLCC及晶片電阻漲價效益顯現,且車用及工業等高毛利率產品比重拉升,國內法人
及外資也紛紛上調國巨今年獲利預估,歐系外資表示,國巨是全球最大的晶片電阻製造商
,市佔率達34%,亦是第三大多層陶瓷電容器(MLCC)製造商,市佔率約13%,受惠於物聯網
,汽車,工業和智能手機的需求,尤其是電動汽車(EV)元件需求量較燃油車增長4到6倍,
預計被動元件供不應求至少到2019年,看好國巨未來三年獲利表現,預估國巨2018年、
2019年及2020年每股盈餘分別為56.76元、66.71元及67.23元,目標價上調至852元。
儘管季報表現亮眼,受到股價漲多獲利了結賣壓出籠影響,國巨今天股價開低後一度拉
升翻紅卻無力守在紅盤,股價表現弱勢,宣布現金減資的奇力新 (2456) 盤中股價亦表現
不佳,一度失守100元關卡。
3.心得/評論:
國巨大爆發
每股盈餘預估將達到56元
外資上調目標價至852元
--
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