晶電下半年Mini LED需求看旺 - 股票
By Charlie
at 2020-07-27T11:41
at 2020-07-27T11:41
Table of Contents
1.原文連結:
https://www.chinatimes.com/newspapers/20200725000221-260206?chdtv
2.原文內容:
晶電(2448)應券商邀請參加線上法說會,根據公司上傳的法說會資料,晶電預期Mini
LED下半年需求量將逐步提升,雖然第四季營收占比達15~20%的目標不變,且三星擬推
出Mini LED背光電視,與其他電視廠牌做出差異化,惟晶電、隆達(3698)股價似乎靜待
股東臨時會,股價表現仍疲弱。
Mini LED題材已經熱炒一年,真正搭上大盤上漲順風車的概念股僅設備廠惠特(6706)、
打板廠台表科(6278),順利擠進百元俱樂部,反而是晶電、隆達宣布合組富采投控之後
,股價持續陷入盤整,晶電每股淨值仍有43元,雖然屢屢以Mini LED登上各媒體版面,股
價卻也淡定不動如山。
法人分析,一來晶電資本額仍有108億元,股本頗為龐大,單一大股東持股比率均不高,
籌碼凌亂,加上晶電第二季若沒有太大意外,赤字機率非常大,無論是籌碼面或是基本面
,均不利於晶電股價。
晶電第二季受歐美封城衝擊,訂單遞延至第三季,第二季營收因此相當弱勢,單季營收僅
28.71億元,呈現年、季雙減的窘境,第三季因歐美解封,接單能見度拉升,8~9月訂單
明顯回溫,各類訂單均優於第二季,晶電期待營運於5月觸底。
3.心得/評論:
底部持續墊高,加上主力大戶持股一直增加當中,七月營收應該會不錯
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