旺宏1月營收月減1.1%、年增41.5% - 股票

By Daniel
at 2018-02-07T15:20
at 2018-02-07T15:20
Table of Contents
1.原文連結:
http://www.chinatimes.com/realtimenews/20180207003353-260410
2.原文內容:
《業績-半導體》旺宏1月營收月減1.1%、年增41.5%
2018年02月07日 14:49 時報資訊 【時報記者沈培華台北報導】
記憶體製造商旺宏電子(2337)2018年1月合併營收為30.91億元,較2017年12月31.25億元
減少1.1%,也是去年9月見到41.5億元新高後,連續第四個月下滑,但今年元月仍較2017
年同期21.85億元大增41.5%。
第一季為傳統淡季,旺宏往年第一季營運表現將不如第四季旺季表現,但公司看好今年整
體需求仍強,今年全年展望樂觀。旺宏股價收盤漲幅逾7%至42.8元。
旺宏2017年受惠於NOR供不應求、報價上漲,去年繳出歸屬母公司淨利55.18億元的佳績,
展望2018年,總經理盧志遠表示,第一季營運將較去年第四季弱,但需求依然好,今年營
運展望樂觀。
旺宏去年第四季營運攀高,單季營收105.57億元,季增1%,毛利率提升到43%,季增5個百
分點,歸屬母公司淨利25.76億元,季增21%,每股淨利1.45元;營收及獲利均登上全年最
高峰。
就今年NOR市況來看,盧志遠指出,並列式快閃記憶體(Parallel NOR Flash)市況依然平
穩,至於序列式快閃記憶體(Serial NOR Flash)市況將相對分歧,高容量、高品質產品將
繼續供不應求。旺宏已搶下全球三成NOR Flash市占率,為全球第一大廠;旺宏目前也是
全球第三大SLC NAND Flash廠,今年目標是全球第二。
(時報資訊)
3.心得/評論:
曾經有一份38.7元的旺宏擺在我的面前 但是我沒有珍惜
等到了42.9的時候才後悔莫及 塵世間最痛苦的事莫過於此。
※必需填寫滿20字
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