大摩:鴻海股票具防禦性 維持優於大盤 - 股票QA

By Ula
at 2022-06-01T11:50
at 2022-06-01T11:50
Table of Contents
原文標題:大摩:鴻海股票具防禦性 維持優於大盤
原文連結:https://ec.ltn.com.tw/article/breakingnews/3945848
發布時間:2022-6-1
記者署名:
原文內容:
摩根士丹利(Morgan Stanley,大摩)報告表示,整體經濟逆風和消費電子需求放緩對科
技供應鏈的影響不可避免。在市場波動的情況下,大摩維持鴻海(2317)優於大盤,目標
價145元,主要因為穩定的業務布局支持潛在的供應份額成長、股票具防禦性以及估值有
吸引力。
僅管消費科技需求普遍放緩,可能拖累包括鴻海在內的大部份科技供應鏈2022-23年業務
前景,但鴻海股票今年至今已上漲6%,同期台股大盤跌11%。大摩認為,這反映了鴻海
股票在市場動盪期間的防禦性,預計該股表現將持續優異。
在第1季法說會上,管理階層維持2022年收入成長預測,基本持平至正負成長5%,但表明
所有產品線的前景,都比1個月前好,尤其是桌上型電腦和蘋果(Apple)的MacBook贏得
有意義的訂單。管理階層預計,今年毛利率年成長將擴大,營運支出效率提升,這也代表
2022年利潤成長將超過收入。
僅管市場對科技需求放緩的擔憂加劇,但鴻海針對近期供應鏈中斷的快速反應,以及公司
多元化的生產足跡設置,支持業務前景改善。年初至今該股上漲,但大摩注意到有些投資
人仍持觀望態度,等待鴻海2023年後電動車製造的新業務綜效。然而,大摩認為鴻海良好
的現有業務應該能支持營業利益率在今年成長15%,明年成長10%,這一點不容忽視。
心得/評論:
公公近期股價強勢到大摩發報告出新聞
股板各位聰明的投資人
知道該怎麼做了吧
--
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