外資看三多 喊優先加碼鴻海 - 股票
By Freda
at 2021-05-19T08:28
at 2021-05-19T08:28
Table of Contents
外資看三多 喊優先加碼鴻海
媒體:聯合新聞
連結:https://bit.ly/3fv7uI2
2021-05-19 01:06 經濟日報 記者趙于萱/台北報導
鴻海(2317)昨(18)日大漲近9%、收107元,成為市場熱議的焦點股之一。包括摩根士丹
利(大摩)、摩根大通(小摩)等五家外資最新報告中,提出鴻海將具有毛利率、獲利成績
及股息加速成長的三利多,現在買鴻海絕對「划算」,建議優先「加碼」。
包括大小摩、瑞士信貸、里昂及滙豐等五外資的新報告中,全數力挺鴻海。彙整五家外資看
法,首先是毛利率部分,摩根大通和滙豐的觀點最明確,都點出鴻海今年底毛利率有機會達
陣7%。
里昂則提出第二種觀點,強調市場對於鴻海的焦點,應放在每股純益的成長性大於毛利率。
里昂指出,鴻海電動車布局,將在第4季前宣布更多夥伴加入,並在明年初有更多客戶合作
。2023年才可能看到電動車事業的龐大效益,但2021、2022年集團每股純益就會提升到9.6
元、12元,出現加速成長。
第三,里昂和野村的報告皆提到,伴隨鴻海獲利躍升,回饋股東的股息也會比以往有更快的
成長。里昂預測,鴻海今年起獲利躍升,管理層積極配息,2021至2023年股息殖利率仍有望
達4%至6%,樂觀情境達6%至7%;同期各年度預估的股息金額為5.3元、6.6元及7.1元。野村
也看好,鴻海未來三年股息率維持4.5%之上。
鴻海今年配息4元,若明年提升到5.3元,成長幅度有32.5%;2023年如提高到7.7元,相較於
今年更成長77.5%,適合重視收益的投資人留意。
—————分隔線—————
結論出貨文。公公憑什麼?印度廠區
問題還沒解決
--
Sent from my iPhone XR
○ PiTT // PHJCI
--
媒體:聯合新聞
連結:https://bit.ly/3fv7uI2
2021-05-19 01:06 經濟日報 記者趙于萱/台北報導
鴻海(2317)昨(18)日大漲近9%、收107元,成為市場熱議的焦點股之一。包括摩根士丹
利(大摩)、摩根大通(小摩)等五家外資最新報告中,提出鴻海將具有毛利率、獲利成績
及股息加速成長的三利多,現在買鴻海絕對「划算」,建議優先「加碼」。
包括大小摩、瑞士信貸、里昂及滙豐等五外資的新報告中,全數力挺鴻海。彙整五家外資看
法,首先是毛利率部分,摩根大通和滙豐的觀點最明確,都點出鴻海今年底毛利率有機會達
陣7%。
里昂則提出第二種觀點,強調市場對於鴻海的焦點,應放在每股純益的成長性大於毛利率。
里昂指出,鴻海電動車布局,將在第4季前宣布更多夥伴加入,並在明年初有更多客戶合作
。2023年才可能看到電動車事業的龐大效益,但2021、2022年集團每股純益就會提升到9.6
元、12元,出現加速成長。
第三,里昂和野村的報告皆提到,伴隨鴻海獲利躍升,回饋股東的股息也會比以往有更快的
成長。里昂預測,鴻海今年起獲利躍升,管理層積極配息,2021至2023年股息殖利率仍有望
達4%至6%,樂觀情境達6%至7%;同期各年度預估的股息金額為5.3元、6.6元及7.1元。野村
也看好,鴻海未來三年股息率維持4.5%之上。
鴻海今年配息4元,若明年提升到5.3元,成長幅度有32.5%;2023年如提高到7.7元,相較於
今年更成長77.5%,適合重視收益的投資人留意。
—————分隔線—————
結論出貨文。公公憑什麼?印度廠區
問題還沒解決
--
Sent from my iPhone XR
○ PiTT // PHJCI
--
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