大摩重申買新唐 目標價212元 - 股票QA

Freda avatar
By Freda
at 2022-05-04T16:46

Table of Contents

原文標題:大摩重申買新唐 目標價212元

原文連結:https://ec.ltn.com.tw/article/breakingnews/3914434

發布時間:2022/05/04 09:05

記者署名:

原文內容:摩根士丹利(Morgan Stanley)10日報告指出,微控制器廠新唐(4919)Q1的初步EPS優
於預期,受惠於較低營運支出,因此重申買進,目標價212元。

根據新唐Q1初步結果,每股盈餘為2.87元(季增7%、年增310%),優於大摩預期的1.76元
。Q1營收為107.22億元(季增3%、年增6%);毛利率從去年Q4的41.7%上升至43.8%,受惠
於更好的產品組合。營業利潤率為13.4%,也優於去年Q4的11.7%,以及大摩預測的9.1%。

大摩指出,新唐EPS的上升趨勢,可能受惠於較高的ASP及低營運成本,認為新唐已自去年
Q4開始調整部分產品的ASP,此外還將受惠於來自Panasonic更佳的營運效率,同時降低營
運費用率。

上行風險方面,包括2022年MCU上升週期長於預期、中國MCU國產化快於預期、汽車和BMC
業務牽引力擴大、獲利改善更為顯著。

心得/評論:
整天唱衰的大摩又來了
但這次居然唱旺最近連漲的新唐
Q1 EPS2.87創歷史新高
看來超越上次205高點不是夢!



--
Tags: 股票

All Comments

Agatha avatar
By Agatha
at 2022-05-02T17:45
何時313
Rae avatar
By Rae
at 2022-05-06T12:51
丸子
Yedda avatar
By Yedda
at 2022-05-02T17:45
聯詠表示:
Gilbert avatar
By Gilbert
at 2022-05-06T12:51
一年7塊多喊212 一年60塊喊272? 有病!
Doris avatar
By Doris
at 2022-05-02T17:45
破前高
Hedwig avatar
By Hedwig
at 2022-05-06T12:51
丸子 要出貨了
Thomas avatar
By Thomas
at 2022-05-02T17:45
聯詠:313、414
Edward Lewis avatar
By Edward Lewis
at 2022-05-06T12:51
好 買
Sierra Rose avatar
By Sierra Rose
at 2022-05-02T17:45
裡面分析師看來數學概念很差XD聯詠不可能崩到一年7
塊然後比價新唐
Oscar avatar
By Oscar
at 2022-05-06T12:51
聯詠要哭哭了
Zanna avatar
By Zanna
at 2022-05-02T17:45
快爬上前面那個山頭救人
Elma avatar
By Elma
at 2022-05-06T12:51
新唐跟滷肉黃金交叉的話會笑死
Agatha avatar
By Agatha
at 2022-05-02T17:45
大摩:我還套著,散戶快來幫我解套
Skylar Davis avatar
By Skylar Davis
at 2022-05-06T12:51
https://i.imgur.com/zw3BbYN.png
Emma avatar
By Emma
at 2022-05-02T17:45
看到這分析要笑啊 這已經是最基本的數學問題了 哈哈
Noah avatar
By Noah
at 2022-05-06T12:51
聯詠:?
Michael avatar
By Michael
at 2022-05-02T17:45
不爽反著做啊
Tracy avatar
By Tracy
at 2022-05-06T12:51
有錢賺還通知大家,佛心公司耶
James avatar
By James
at 2022-05-02T17:45
救救聯詠
Madame avatar
By Madame
at 2022-05-06T12:51
聯詠QQ
Ursula avatar
By Ursula
at 2022-05-02T17:45
大摩先買到200再說吧
Ida avatar
By Ida
at 2022-05-06T12:51
滷肉:草
Jacky avatar
By Jacky
at 2022-05-02T17:45
去你媽的
Eden avatar
By Eden
at 2022-05-06T12:51
目標價1000
Caroline avatar
By Caroline
at 2022-05-02T17:45
那差不多要出貨了
Rachel avatar
By Rachel
at 2022-05-06T12:51
我笑出來欸
Rosalind avatar
By Rosalind
at 2022-05-02T17:45
套牢XD
Tristan Cohan avatar
By Tristan Cohan
at 2022-05-06T12:51
大摩之前天天開垃圾車來倒 現在這那招?
Olga avatar
By Olga
at 2022-05-02T17:45
噴噴
Isla avatar
By Isla
at 2022-05-06T12:51
發布時間:2022/05/04 09:05 ?
Agatha avatar
By Agatha
at 2022-05-02T17:45
打八折看,差不多160-170,目標價差不多到了
Frederic avatar
By Frederic
at 2022-05-06T12:51
完了 看明天後天走向
Audriana avatar
By Audriana
at 2022-05-02T17:45
大摩:話我就說到這,你各位要讀懂
Tristan Cohan avatar
By Tristan Cohan
at 2022-05-06T12:51
我以爲是滷肉
Hamiltion avatar
By Hamiltion
at 2022-05-02T17:45
大摩新唐比價滷肉?
Necoo avatar
By Necoo
at 2022-05-06T12:51
糕點?
Frederica avatar
By Frederica
at 2022-05-02T17:45
那再拉也沒多少了 找機會空他個10張
Bennie avatar
By Bennie
at 2022-05-06T12:51
一季賺2.87 = 212 一季賺18 = 272 大摩厲害
Robert avatar
By Robert
at 2022-05-02T17:45
滷肉就友達第二啊 邏輯是一樣的
Ophelia avatar
By Ophelia
at 2022-05-06T12:51
ㄘ我的滷肉啦
Mary avatar
By Mary
at 2022-05-02T17:45
聯詠的本益比要跟貨櫃看齊 這沒毛病
Callum avatar
By Callum
at 2022-05-06T12:51
倒貨也是你大摩 倒完貨之後又喊買
Hazel avatar
By Hazel
at 2022-05-02T17:45
準備下去 外資都騙人
Doris avatar
By Doris
at 2022-05-06T12:51
內褲特認證猴子
Jacob avatar
By Jacob
at 2022-05-02T17:45
大摩:補鈔啦!什麼爛提款機
證交所:查無不法
Linda avatar
By Linda
at 2022-05-06T12:51
唐唐真的扯
Frederic avatar
By Frederic
at 2022-05-02T17:45
這根本被炒高的
Olivia avatar
By Olivia
at 2022-05-06T12:51
哈 被套了吧
Una avatar
By Una
at 2022-05-02T17:45
救救糖糖
Annie avatar
By Annie
at 2022-05-06T12:51
212 313
Irma avatar
By Irma
at 2022-05-02T17:45
buy賽sell賽啦 打我啊笨蛋
Blanche avatar
By Blanche
at 2022-05-06T12:51
https://i.imgur.com/R8DALKx.jpg
James avatar
By James
at 2022-05-02T17:45
該賣了
Irma avatar
By Irma
at 2022-05-06T12:51
Mary avatar
By Mary
at 2022-05-02T17:45
一切看焦師傅
Heather avatar
By Heather
at 2022-05-06T12:51
140前一波起漲,這裡不進去可惜了
Joseph avatar
By Joseph
at 2022-05-02T17:45
看來大摩套在200
Liam avatar
By Liam
at 2022-05-06T12:51
87
Quanna avatar
By Quanna
at 2022-05-02T17:45
170t路過..
Tom avatar
By Tom
at 2022-05-06T12:51
砍半100差不多
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-05-02T17:45
聯詠:??
Una avatar
By Una
at 2022-05-06T12:51
等等,大摩之前目標價就212了,現在Q1什麼都優於預
期結果目標價還是212?
Gilbert avatar
By Gilbert
at 2022-05-02T17:45
出貨文
Jacky avatar
By Jacky
at 2022-05-06T12:51
大宋王朝
Thomas avatar
By Thomas
at 2022-05-02T17:45
大摩閉嘴
Iris avatar
By Iris
at 2022-05-06T12:51
廢物大摩
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-05-02T17:45
新唐恐超車聯詠
Sierra Rose avatar
By Sierra Rose
at 2022-05-06T12:51
大摩的神奇數學公式
Olive avatar
By Olive
at 2022-05-02T17:45
媽的 要出貨了
Connor avatar
By Connor
at 2022-05-06T12:51
真的笑死 一年7塊多可以給212 聯詠這種世界級公司
一年60只給272
David avatar
By David
at 2022-05-02T17:45
大摩 呵呵
Sierra Rose avatar
By Sierra Rose
at 2022-05-06T12:51
聯詠:我到底哪裡惹到你了啦??
Queena avatar
By Queena
at 2022-05-02T17:45
明天一定會再拉,跟立積一個套路。
Leila avatar
By Leila
at 2022-05-06T12:51
這隻很雷 吹很久都沒上去
Hedwig avatar
By Hedwig
at 2022-05-02T17:45
繼續拉沒在客氣。

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