國巨基本面惡化 美系外資維持減碼評等 - 股票

By Tristan Cohan
at 2019-07-09T14:45
at 2019-07-09T14:45
Table of Contents
國巨基本面惡化 美系外資維持減碼評等
被動元件大廠龍頭國巨6月合併營收創20個月新低,美系外資考量基本面惡化、第3季財測
恐下修,且不認為配息題材將支撐股價,維持國巨減碼評等與目標價新台幣199元。
國巨股價今天跳空下跌5元開出,盤中最低來到265.5元,跌幅逾3.4%,成交量近4800張。
美系外資發布研究報告表示,國巨6月合併營收若扣除普思和君耀公司貢獻,核心事業營
收年減77%,跌幅大於5月年減68%,顯示核心事業仍在衰退;今年以來國巨累計營收低於
同業華新科15%,也顯示國巨市占流失。
美系外資觀察,MLCC(積層陶瓷電容)今年第3季報價可能季減10%,目前訂單能見度僅約
一個月,第3季訂單與報價仍有波動風險;如果需求優於預期,國巨可能積極砍價來加速
消化庫存,這也代表出貨增加不見得能提升營收。
考量基本面未改善、第3季財測有下修風險,美系外資對國巨維持悲觀看法,不建議投資
人為了配息題材而抱股或增加布局,維持國巨「減碼」投資評等和目標價199元。
https://udn.com/news/story/7253/3918004
去年此時,1310,今天一度262
五等分的股價~~~
本來是垃圾的東西,因為缺貨漲價也只是一時,不可能長久
長久都能賣這麼貴,村田就回頭了好不好
好想去泰銘哥的八戶文華苑
看看裡面的一磚一瓦,梁柱壁畫上面是不是都有十方大德捐贈者的名字
--
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