外資唱旺聯發科 目標價喊520元 - 股票
By Franklin
at 2018-04-29T23:32
at 2018-04-29T23:32
Table of Contents
1.原文連結:
https://udn.com/news/story/7253/3112060
2.原文內容:
聯發科昨(27)日舉行法說會,外資券商本月密集發出報告看好後市,其中德意志認為未
來一年目標價上看520元,摩根大通則將目標價從415元調升到425元。
聯發科第1季營收下滑,每股純益(EPS)為1.69元,預估第2季營收將比第1季成長12%至
20%。聯發科昨日收339.5元,漲16元。
德意志指出,聯發科第1季營收比上季下滑近18%,幅度大於德意志之前預估的15%,主要
是由於智慧手機晶片出貨比預期略差,新台幣貶值幅度則比預期大。由於第1季營收減弱
,全年的EPS下修約1%。不過,預期聯發科第2季營收可望成長19%。
德意志指出,聯發科第2季的毛利率可望增加到39%,高於去年同期的35%,第3季與4季更
可望成長到39.9%、40.9%。毛利率所以能持續成長,主要是看好P60晶片。德意志預期,
聯發科在非智慧型手機的市占率可望增加,加上毛利率提升,今年股價可望重新評等,因
此維持買進的建議。
3.心得/評論:
聯發科首季稅後淨利26.6億、年減近6成
外資還在買新聞說上看520 我看下看200還差不多
明天向下噴定了
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