微星 紅包行情俏 - 股票

By Belly
at 2017-05-05T21:31
at 2017-05-05T21:31
Table of Contents
1.原文連結(超過一行或過長必須縮網址):
https://money.udn.com/money/story/5710/2444763
2.原文內容:
主機板大廠微星(2377)公布股利政策。每股擬配發現金股息4.5元,創下歷史新高。受到消息激勵,今日股價逆勢抗跌,盤中上漲2.4%。 微星董事會昨(4)日決議,每股擬配發現金股息4.5元,創下歷史新高紀錄,以昨日收盤價62.1元計算,現金殖利率約7.2%;微星去年受惠旗下三大產品線成長,帶動合併營收收達1,021.9億元,與前年相比成長19.8%,獲利48.87億元,年增31.8%,創下歷史新高。
微星第1季營收245.5億元,與去年同期相比成長4.43%,符合市場預期。不過微星董事長徐祥日前表示今年有兩大變數,新台幣強勁升值及零組件漲價。其中,新台幣今年來強勁升值逾6%,恐怕侵蝕微星第1季獲利。 微星表示,傳統第2季是淡季,但今年因為超微新平台上市,有望帶動相關商機,預期第2季將會呈現淡季不淡。在首季部分,今年微星1、2月營收增加3%,獲利受到前述兩大因素影響。
展望第2季,法人預估,全球電競市場持續快速擴張,整體PC需求呈現10~15%成長,帶動微星相關產品線,預估營收、獲利將穩健成長,其次intel、NVIDIA及AMD主流新品相繼推出,將刺激消費者換機需求。 微星預估,今年包含電競筆電、桌機與VGA以及主機板,與去年相比都有雙位數成長。
3.心得/評論(必需填寫滿20字):
消息來說不錯
但外資倒了不少
是要壓低價格 再慢慢買進嗎?
--
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