挖礦、電競動能灌頂,券商估微星今年EPS7 - 股票
By Megan
at 2018-03-30T19:12
at 2018-03-30T19:12
Table of Contents
挖礦、電競動能灌頂,券商估微星今年EPS7.83元,上修目標價至120元
1.原文連結:
https://goo.gl/PEHeVh
2.原文內容:
【財訊快報/王宜弘報導】微星(2377)挖礦需求加持,加上電競換機潮將現,今年營運成
長可期,台系龍頭券商估其今年EPS達7.83元,年增逾三成,上調該股目標價至120元。
微星週四(29日)法說會釋出營運樂觀展望訊息,董事長徐祥直指挖礦趨勢擋不住,目
前市面上上千種虛幣出現,促使顯卡缺貨現象延燒,加上顯存(VRAM)價格不斷上漲,使微
星顯卡價格今年來週週檢討,而輝達(nVIDIA)新GPU將問世,電競換機潮微星受惠最大。
台系龍頭券商法說會後出具報告指出,看好微星在挖礦與電競兩大題材灌頂,今、明
年營收將分別成長到1271.55億元與1384.52億元,年增率分別上看兩成與近9%,EPS估計
分別可達7.83元與9.1元,年增率34%與16%,營收與獲利均為連續刷新歷史紀錄的格局。
該券商指出,儘管去年第四季微星財報略低於預期,但首季卻是優於預期,原因是雖
繪圖卡進入傳統淡季,比特幣價格亦下滑,但其他虛幣接棒,挖礦繪圖卡需求仍高,第一
季出貨量預估240萬片,加上反應上游原料上漲而漲價,預估首季營收305億元,季增約3%
。
獲利方面,首季毛利率估增至15%,EPS突破2元,估2.01元,季增31%,年增23%。而
電競市場今年將因輝達GPU大改款而掀換機潮,微星電競比重高,受惠最大,將成後續營
運高成長主要動能之一。因此維持該股評等為買進,目標價由原110元上調到120元。
3.心得/評論:
(1) 昨天微星開完法說會,今天變法會,開高到101元,午盤殺最低到94.6元。
(2) 各位覺得2377微星如何?有如美系外資評等到120元的價值嗎?
--
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