旺宏飆漲停 外資目標價38元還有16%可漲 - 股票

By Harry
at 2020-07-30T12:26
at 2020-07-30T12:26
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5710/4741680
2.原文內容:
記憶體大廠旺宏(2337)第2季暴賺,樂觀派的摩根大通最新分析,下半年記憶體需求將
續強,旺宏基期墊高下,增速雖然將放緩,但整體基本面向上不變,尤其明年優於今年確
立,目標價從41元略降至38元,重申「優於大盤」。
旺宏今(30)日挾財報利多,一開盤就飆漲停,盤中一度打開又亮燈,10點半成交量已逼
近15萬張。若以外資目標價推算,至少還有16%的上漲空間,續強可期。
摩根大通表示,旺宏第2季營收93億元,比該券商預測的97億元低,但營益率達15%,優於
其預估14.3%,研判主要是ROM的收入減少但NOR貢獻提高,整體旺宏獲利能力仍保持優異
。
摩根大通進一步說,旺宏第2季ROM、NAND業務都呈下滑,NOR和FBG(晶圓業務)逆勢成長
,其中,NOR貢獻上一季營收的比重達到48%,反觀ROM從第1季的38%降至34%,反映終端消
費和車電需求減弱,但居家辦公推動運算、自動化、醫療及航太(IMA)表現強勁。
進入下半年,摩根大通分析,記憶體主要需求持續成長,庫存穩定去化,報價預期高檔盤
堅,即使出現跌價也不會跌太多,而旺宏大環境加持外,產品組合優化也帶動均價提升,
支撐下半年營運穩健發展。
摩根大通表示,旺宏從基期來看,3、4季成長無可避免放緩,但和往年同期比,保持強勁
擴張,因此雖基於基期因素,下修今年EPS預測為3.02元,但上修明年EPS至3.72元,換算
明年較今年的增幅更大,力薦逢低加碼。
3.心得/評論:
快衝喔,新聞好心告知還有16%可漲,第一次看到這麼好的!
--
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