大立光林恩平預警：4、5月都不好 - 股票

By Hedy
at 2020-04-09T15:22

Table of Contents

1.原文連結：

https://tinyurl.com/yx7w2686

大立光Q1 EPS創同期新高　林恩平預警：4、5月都不好

2.原文內容：

武漢肺炎疫情讓手機供應鏈，供給需求同步承壓，大立光（3008）3月
在客戶庫存回補下，首季稅後淨利67.2億元，年增33%，每股盈餘為50.1
元，創下歷史同期新高，毛利率69.8%，優於市場預期，但大立光執行
長林恩平坦言，客戶需求疲弱，從目前需求來看，4月比3月差，5月
比4月差。

疫情影響高階機款需求，三星S20系列也傳出訂單下砍4成，手機廠商
將轉進中階產品趨勢顯現。林恩平指出，客戶端中低階需求，的確有
比較好，只要價格合理就會考量中階產品線，且戰且走。

去年大立光強打聚焦高階產品，如果後續切入中階產品線，勢必影響
平均單價，林恩平說明，毛利率最大影響的確是平均單價。

3.心得/評論：

今天下午法說最新訊息，可視為電子類股產業風向球，最後一段目前
看來不妙，連股王都要去搶食中階產品了，毛利未來有壓。

--

Tags: 股票

All Comments

By Carolina Franco
at 2020-04-13T04:24

不妙惹!

By George
at 2020-04-15T18:50

已反應

By Isabella
at 2020-04-15T23:41

這也太誠實了吧？！

By Aaliyah
at 2020-04-19T04:47

利空出盡

By Ethan
at 2020-04-19T08:59

反彈狠有可能結束了.小心在小心

By Michael
at 2020-04-20T19:53

空軍感謝信心加持

By Vanessa
at 2020-04-20T22:27

推保守估計

By Sandy
at 2020-04-22T01:17

準備要噴了

By Lydia
at 2020-04-23T06:35

明天空軍日，空軍全面轟炸

By Agnes
at 2020-04-26T13:46

林董一向都很老實

By Charlie
at 2020-04-26T17:16

好啊都關盤才來報阿

By Candice
at 2020-04-28T07:52

反映過了啦

By Sandy
at 2020-04-30T20:23

中低端大戰明天3406繃繃嗎

By Regina
at 2020-05-04T08:09

已反應利空出盡多多穩了

By Carol
at 2020-05-04T13:20

哪個企業有那麼好心跟投資人預告自己會虧錢？

By Oliver
at 2020-05-05T02:06

誠實的公司看來4.5月真的慘

By Freda
at 2020-05-07T20:27

大立光老闆滿有誠信的

By Anonymous
at 2020-05-10T15:05

太誠實了明天股價

By Selena
at 2020-05-11T05:12

大立光還真的一直都滿誠實的啊

By Franklin
at 2020-05-15T03:13

林董講話中肯　不能反著看

By Quanna
at 2020-05-19T04:31

蹦蹦蹦蹦

By Jake
at 2020-05-20T19:41

已反應

By Madame
at 2020-05-22T01:56

看了一下去年四五月大概都五十億上下

By Valerie
at 2020-05-26T07:20

大立光台積電都很誠實啊只是股價也都已反應

By Susan
at 2020-05-27T08:51

手機概念股要崩崩了...

By Enid
at 2020-05-28T16:54

慘，再老實的人碰到股票都會學壞。

By Hamiltion
at 2020-06-02T02:44

誠實表述就推留於斯里蘭卡

By Rae
at 2020-06-04T16:30

今年三月是54億，如果比較差的話可能會出現年減

By Caroline
at 2020-06-05T11:19

大立光算是台股模範生了吧反觀

By Linda
at 2020-06-07T13:13

一向最誠實的就這家所以才有參考指標意義

By Margaret
at 2020-06-09T17:12

林董講話要認真聽某董講話連標點符號都不能信

By Suhail Hany
at 2020-06-09T18:23

穩了

By Kristin
at 2020-06-11T16:07

鏡頭股明天全被大立光掃到.沒人良率比的上他

By William
at 2020-06-14T09:17

已反應

By Oscar
at 2020-06-19T09:15

即使林董很誠實，現在大家根本就買瘋了不會信
頂多就大立光自己今天被小殺一下而已，明天繼續買爆

By Rebecca
at 2020-06-22T05:59

今天鏡頭光學殺尾都能透露一些訊息

By Hazel
at 2020-06-26T04:40

穩了

By Wallis
at 2020-06-26T10:56

利空出盡

By Noah
at 2020-06-29T02:00

製造業領導廠商反應景氣是比較滯後的

By Elvira
at 2020-06-29T10:46

艮應該來當金管會主委

By Jake
at 2020-07-03T00:49

越爛越噴不是常識嗎

By Quintina
at 2020-07-05T10:25

最前線的景氣要看消費企業

By Edith
at 2020-07-07T20:21

誠實給推

By Aaliyah
at 2020-07-09T11:41

利空出盡

By Selena
at 2020-07-10T04:15

歐幹又要大爆噴

By Joe
at 2020-07-14T17:05

已反映

By Candice
at 2020-07-18T06:46

明天漲停嘎死空軍

By Hedy
at 2020-07-21T02:59

他每次說不行都會漲(?

By Caitlin
at 2020-07-21T07:43

真的誠實耶

By Tracy
at 2020-07-26T03:13

玉晶QQ

By Edith
at 2020-07-27T03:26

真是誠實

By Adele
at 2020-07-29T18:30

誰可以做個林恩平股市分析圖

By Joseph
at 2020-07-31T05:44

少騙了，各國股市一直漲，哪裡不好

By Anthony
at 2020-08-04T17:28

噴

By Iris
at 2020-08-06T11:48

所以三月只是怕停工斷料廠商超前部署提前把產品
備好

By Leila
at 2020-08-09T17:45

那玉晶光怎辦

By Ingrid
at 2020-08-12T23:43

疫情導致貨運與組裝廠大亂三月提前拉零組件備料
業界都知道 Q2能見度很差很多訂單都延後

By Hamiltion
at 2020-08-17T03:50

沒錯零組件超前部署現在料已經堆滿下游倉庫了

By Jack
at 2020-08-18T01:24

吃了誠實棒棒糖？

By Enid
at 2020-08-21T01:31

台積電..............

By Belly
at 2020-08-22T04:54

誠實老闆不多見恩平哥是一個

By Lucy
at 2020-08-26T22:50

愈不好愈噴,明天目標漲停,多軍衝阿

By Vanessa
at 2020-08-30T08:56

平平都是誠實告知未來走向旺宏法說會完就被酸爆

By Carol
at 2020-09-01T13:20

大立光就是台股模範生 :)

By Olivia
at 2020-09-04T13:22

誠實老闆難怪當股王

By William
at 2020-09-06T03:56

林講話很誠實...跟GG一樣是優等生

By Genevieve
at 2020-09-08T06:13

老實的企業家

By Leila
at 2020-09-11T12:48

推樓上旺宏衰爆誠實還被砍到跌停

By Emily
at 2020-09-12T01:06

看聯茂就知道，三月營收出來後就沒漲，大盤張他都小
跌

By John
at 2020-09-16T11:09

已反應
連長榮都漲停
這種還不飛天

By Liam
at 2020-09-18T02:16

可惜這支腰斬我也買不起

By Edith
at 2020-09-19T20:45

看起來整個電子業都是這樣.. 大家自己看著辦

By Hamiltion
at 2020-09-21T20:34

這老闆怎麼那麼老實QQ

By Frederica
at 2020-09-24T14:27

我就奇怪現在都沒啥訂單在漲三小

By Mia
at 2020-09-25T09:26

太誠實了吧

By George
at 2020-09-29T09:13

如果會影響消費端，那美股為何漲不停，顯示根本不痛
不癢

By Ula
at 2020-10-04T06:06

誠實就是已反應 XD

By Frederic
at 2020-10-07T01:37

已反應

By Doris
at 2020-10-07T17:09

就算疫情驅緩，旅遊娛樂業還是沒辦法復甦

By Damian
at 2020-10-08T14:26

看成林恩宇

By Yuri
at 2020-10-08T22:55

反著看

By Rae
at 2020-10-11T03:16

旺宏去年年初還比現在便宜勒

By Xanthe
at 2020-10-12T14:43

台積電法說會變成法X?

By Sierra Rose
at 2020-10-17T04:35

崩到叫媽

By Necoo
at 2020-10-21T00:34

吃貨文

By Jacob
at 2020-10-24T09:23

林恩宇林智平

By Kama
at 2020-10-26T19:47

鬼故事要來囉

By Elvira
at 2020-10-30T16:52

越爛越噴吧明天高開200點

By Hazel
at 2020-10-31T22:13

跟泰銘哥比...

By Faithe
at 2020-11-04T20:20

坐等腰斬接一張

By Victoria
at 2020-11-07T06:20

完了要噴了 ~

By Ursula
at 2020-11-08T15:26

林董一向蠻有誠信的

By Damian
at 2020-11-12T17:18

這我家巷口阿嬤都知道啊

By Dora
at 2020-11-14T00:20

難得有這麼誠實的老闆，但正確來說應該是手機市場整
個不好。

By Ula
at 2020-11-16T10:49

越爛越噴穩了

By Caitlin
at 2020-11-17T00:01

4月比3月差 5月比4月更爛誠實又直接!

By Jacob
at 2020-11-20T05:38

https://i.imgur.com/9LeZD8S.jpg

By Madame
at 2020-11-23T19:55

四五月開始崩崩

By Michael
at 2020-11-27T06:34

哀鳳這麼多顆鏡頭都不行了 QQ

By Faithe
at 2020-11-30T12:03

誠實小郎君

By Blanche
at 2020-12-03T10:49

大立光跟台積電講的都很實在反觀某工具機...

By Hedda
at 2020-12-06T04:41

吃了誠實豆沙包

By Kumar
at 2020-12-10T01:14

完了太誠實學學泰銘哥好嗎==

By Cara
at 2020-12-11T10:54

跪求玉晶光買點

By Daph Bay
at 2020-12-12T03:56

早就反映了啦

By Hedda
at 2020-12-15T00:47

宜反應

By Suhail Hany
at 2020-12-17T11:24

看來我的大立光該停利了

By Hedy
at 2020-12-22T01:39

樓上成本多少

By Hedy
at 2020-12-25T11:18

大師說台股四五月都不好了。

By Suhail Hany
at 2020-12-26T21:55

明天有機會跌停嗎？

By Ivy
at 2020-12-28T16:26

再來就是台積電的法說會了
調降今年成長預期? 哈哈哈反正越爛月噴已反映
台積電當初說今年可以2位數成長會調降?

By Ursula
at 2020-12-31T18:34

腳麻了
284T怎麼跑
漲停跌停都有可能

By Hedy
at 2021-01-03T22:30

這老闆一直都很誠實

By Tracy
at 2021-01-07T23:54

準備漲停

By Xanthe
at 2021-01-11T01:49

誠實豆沙包

By Adele
at 2021-01-14T04:21

這間真的是很殷實的公司，給推

By Edith
at 2021-01-16T13:18

推老闆，比群聯炒股boss好一百倍

By Agnes
at 2021-01-19T23:38

誠實也要被酸?

By Leila
at 2021-01-20T09:09

反觀陳董

By Emma
at 2021-01-25T03:57

正常，訂單營收本就有時間差，Q2Q3搞不好一堆盈轉虧

By Leila
at 2021-01-28T10:38

歐美那麼多人死掉、失業，怎麼可能沒影響，股價就是
靠三普投信公司撐起來掉，不過QE真的太強，大家普遍
樂觀

By Eden
at 2021-01-30T20:46

已反應

By Bethany
at 2021-02-03T01:40

哦那真的不好這老闆很誠實的

By Queena
at 2021-02-07T17:07

明天井噴

By Una
at 2021-02-07T21:58

來了

By Frederica
at 2021-02-12T16:03

果然三月營收是最高點了，接下來企業迎接營收爆炸

By Robert
at 2021-02-13T18:44

大力肛 vs 玉莖肛，玉莖肛守得住街亭嗎？

By Odelette
at 2021-02-16T20:17

已反應

By Charlie
at 2021-02-18T00:28

怎麼老是有人覺得美股漲是因為消費力強啊

By Kelly
at 2021-02-20T17:42

不要怕不要怕已反應 FED印鈔就沒問題了

By Mia
at 2021-02-24T01:26

聽過大立光法說他真的很誠實又保守

By Skylar Davis
at 2021-02-26T23:09

姨反應

By Mason
at 2021-02-27T03:34

印象中常常講自己不好但是後來好像都比法說講的好
也就是優於預期所以股價就噴了

By Isabella
at 2021-03-03T13:49

問問在裡面的員工就知道有沒有影響了

By Ethan
at 2021-03-05T01:37

已反應，這大家都知道

By Ivy
at 2021-03-06T04:12

少屁了繼續崩

By Wallis
at 2021-03-10T02:28

林恩平自己想吃貨吧

By Franklin
at 2021-03-14T22:06

不怕下一代哀鳳準備裝十八個鏡頭
這種就是常常說沒唸書結果考第一名的

By Connor
at 2021-03-15T21:42

PTT說電子業還在加班不用怕

By Ivy
at 2021-03-17T13:15

明天要噴了

By Olive
at 2021-03-21T03:52

老闆誠實給推

By Hardy
at 2021-03-23T18:59

又不是陳董

By Valerie
at 2021-03-24T20:52

現在是手機下滑平板筆電上升
WFH筆電平板需求大爆衝

By Doris
at 2021-03-25T14:36

amd可以進場惹喇我要分批進惹
投降惹摸不到底

By Sandy
at 2021-03-28T08:43

樓上教主但是我覺得AMD樣樣好就是太貴這把不跟

By Eden
at 2021-04-01T12:38

教主你隱身在這沒人看到你的重訊啦

By Olive
at 2021-04-03T13:38

教主開示了

By Mason
at 2021-04-08T06:28

平板筆電居家辦公的會比手機抗跌

By Hazel
at 2021-04-12T20:52

當年世界經典賽對韓國真的很威。

By Enid
at 2021-04-15T11:05

教主吹反攻的號角惹

By Mary
at 2021-04-16T13:43

大顆光一向都很誠實

By Megan
at 2021-04-18T02:01

這個老闆一向很誠實

By Belly
at 2021-04-21T21:13

股價這麼高價，誠實才是上策. 這真的幾輩子吃不完
了，不用裝腔作勢做假.

By Kama
at 2021-04-26T19:07

可是教主，品牌NB要找AMD的機種好少

By Anonymous
at 2021-04-29T02:30

大立光向來如此，實話實說，推

By Blanche
at 2021-04-29T08:51

好老闆

By Ophelia
at 2021-05-01T01:46

原來林懂也知道誠實豆沙包好吃

By Anonymous
at 2021-05-03T05:04

可以上車了，樓下買10張

By Regina
at 2021-05-05T23:17

越爛越噴~

By Jake
at 2021-05-08T08:26

6月會好，噴！

By Carolina Franco
at 2021-05-09T02:20

大力肛有本錢誠實阿今年不好明年就會好

By Ina
at 2021-05-10T20:29

跳空漲停一價到底

By Odelette
at 2021-05-13T06:22

已反應

By Dorothy
at 2021-05-15T13:06

教主開示啦

By Zanna
at 2021-05-16T02:45

推誠實

By George
at 2021-05-16T14:27

早就知道了吧

By Skylar DavisLinda
at 2021-05-18T09:01

老闆老實。績優公司不浮誇

By Tracy
at 2021-05-18T16:56

已反應。空蛙又要集體被誘殺了

By Yuri
at 2021-05-21T07:42

少數誠實經營的公司推

By Caitlin
at 2021-05-22T23:55

完了蘋概股QQ

By Queena
at 2021-05-26T16:16

http://www.largan.com.tw/download/media/1QReplay
.wav

By Dora
at 2021-05-29T02:20

99義隆投信別賣了一起賺錢好嗎

By Todd Johnson
at 2021-06-01T15:26

國巨老闆最不誠實說好的看不到盡頭呢?

By Todd Johnson
at 2021-06-01T20:06

真誠實，他講的是對的，訂單4月狂掉呀

By Olivia
at 2021-06-03T18:09

誠信重要！總比一些董事長說反話好

By Franklin
at 2021-06-04T12:41

蘋果順延推出新品

By Elizabeth
at 2021-06-05T17:16

NB AMD全面佔優但台廠拖個1季才認命吧大頭很鐵齒

By Hamiltion
at 2021-06-08T17:27

一些五六年前弄過AMD平台的PM也不喜歡搞AMD的產品線
都要看陸系賣的好才慢半拍開始動作

By Rosalind
at 2021-06-10T14:05

誠實推

By Lucy
at 2021-06-12T17:04

林董真誠實

By Jacky
at 2021-06-17T05:26

輪到電子業了嗎

By Bethany
at 2021-06-20T12:15

禪師不妄語的，實在才能將公司經營這麼好

By Oscar
at 2021-06-23T21:22

裁員失業用不到WFH

By Agnes
at 2021-06-27T16:27

老闆太誠實了

By Eartha
at 2021-06-28T19:09

明日領跌台股

By Jack
at 2021-07-01T01:34

他講話實在的別反著做

By Sandy
at 2021-07-05T20:11

進場了

By Zora
at 2021-07-10T06:31

明天電子股應該會通通躺平可以進場石化股了

By Olga
at 2021-07-12T02:05

教主居然會投降 484被盜號惹

By Audriana
at 2021-07-14T08:42

這麼誠實跌到2000內一定支持一張

By Mia
at 2021-07-17T12:34

已反應

By Kama
at 2021-07-20T02:37

進入股市以來林董每次都誠實豆沙包

By Liam
at 2021-07-23T05:00

2000搞笑喔

By Candice
at 2021-07-25T04:39

誠實好公司明天買一股支持

By Ivy
at 2021-07-28T08:54

很誠實耶

By Steve
at 2021-08-01T14:31

訊號來了

By Freda
at 2021-08-06T08:10

反觀國巨

By Elizabeth
at 2021-08-08T06:40

這摸多人都在推？慘惹

By Ophelia
at 2021-08-11T01:56

別人恐懼可以貪婪了

By Thomas
at 2021-08-13T02:01

上次講丸噴到媽媽叫不要

By Callum
at 2021-08-18T00:47

推文看起來多軍好多

By Doris
at 2021-08-21T05:20

已反應

By Olga
at 2021-08-21T06:51

大立光是台股模範生[99分],扣1分是股利真的很低

By Freda
at 2021-08-26T00:43

我身為員工之前就講減班了，沒人信，連老闆出來講
還不信那就真的可悲了

By Xanthe
at 2021-08-26T07:32

真的有這麼老實的老闆喔讚讚

By Andrew
at 2021-08-27T11:31

推

By Zora
at 2021-08-29T17:49

沒事接單隨疫情轉佳觀察四月底五月中需求跟著V轉

By Ophelia
at 2021-09-03T12:57

本來四五月就是淡季啊

By Olive
at 2021-09-07T06:48

推推推推

By Dora
at 2021-09-11T13:50

已反應

By Brianna
at 2021-09-13T21:49

良心企業！可惜買不起，要不然真的要買一張來支持一
下

大立光林恩平預警：4、5月都不好 - 股票

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