宏碁電競策略奏效 美林喊買目標價上3字頭 - 股票
By Lily
at 2018-06-06T13:45
at 2018-06-06T13:45
Table of Contents
http://www.chinatimes.com/realtimenews/20180606001517-260410
宏碁(2353)今年COMPUTEX展強打電競品牌Predator，首度把展區拉到戶外，直接在新光三
越信義區香堤大道廣場，讓更多民眾可近距離參與台灣主場的國際級產業盛會，並親身體
驗宏碁打造的電競嘉年華。美林證出具最新宏碁報告，對於宏碁專注在產品毛利率擴增的
策略給予高度肯定，將評等升高到「買進」，目標價為36.6元，為近期外資圈中首度給予
「3」字頭的目標價。
美林證指出，宏碁現任董事長陳俊聖在2014年當時出任CEO，進行宏碁策略轉型，注重高
品質高毛利的生產方針，奠定近幾年宏碁在PC產業趨於下滑之際，獲利仍能回升的基石。
今年的COMPUTEX展，華碩(2357)推出電競手機「ROG Phone」，反觀宏碁則是延續先前策
略，關閉虧損的手機事業，全力聚焦在電競和Chromebooks以及輕型筆電。這樣的策略，
也獲得美林證的肯定。宏碁去年全年毛利率為10.7％，創14年來新高；今年首季毛利率
10.5％、仍優於去年同期的9.7％。
從電競的營收來看，今年首季電競占宏碁整體營收比約為15%，去年為10%，至於2016年則
更僅有個位數約5-6%。首季宏碁在電競營收的年增長達9成，表現遠優於業界均值20%。宏
碁電競聚焦在「散熱」、「設計」以及「玩家參與」。新的散熱裝置，讓玩家的NB/PC超
頻效能提升了35%。
心得/評論：
今天大概是美林拉的
是說美林知名的愛玩隔日沖
喊目標價36有人信嗎?
我看打八折29差不多
--
宏碁(2353)今年COMPUTEX展強打電競品牌Predator，首度把展區拉到戶外，直接在新光三
越信義區香堤大道廣場，讓更多民眾可近距離參與台灣主場的國際級產業盛會，並親身體
驗宏碁打造的電競嘉年華。美林證出具最新宏碁報告，對於宏碁專注在產品毛利率擴增的
策略給予高度肯定，將評等升高到「買進」，目標價為36.6元，為近期外資圈中首度給予
「3」字頭的目標價。
美林證指出，宏碁現任董事長陳俊聖在2014年當時出任CEO，進行宏碁策略轉型，注重高
品質高毛利的生產方針，奠定近幾年宏碁在PC產業趨於下滑之際，獲利仍能回升的基石。
今年的COMPUTEX展，華碩(2357)推出電競手機「ROG Phone」，反觀宏碁則是延續先前策
略，關閉虧損的手機事業，全力聚焦在電競和Chromebooks以及輕型筆電。這樣的策略，
也獲得美林證的肯定。宏碁去年全年毛利率為10.7％，創14年來新高；今年首季毛利率
10.5％、仍優於去年同期的9.7％。
從電競的營收來看，今年首季電競占宏碁整體營收比約為15%，去年為10%，至於2016年則
更僅有個位數約5-6%。首季宏碁在電競營收的年增長達9成，表現遠優於業界均值20%。宏
碁電競聚焦在「散熱」、「設計」以及「玩家參與」。新的散熱裝置，讓玩家的NB/PC超
頻效能提升了35%。
心得/評論：
今天大概是美林拉的
是說美林知名的愛玩隔日沖
喊目標價36有人信嗎?
我看打八折29差不多
--
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