林蔚山:華映要找富爸爸 - 股票

By Leila
at 2017-06-27T11:22
at 2017-06-27T11:22
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/5641/2546555
2.原文內容:
中華映管今天舉行股東會,有小股東說公司不賺錢,提議董事長林蔚山學施振榮交棒經理人,但林蔚山說,華映單季已轉虧為盈,將學南亞科、華亞科找尋「富爸爸」。
林蔚山表示,華映經營團隊絕不放棄,永不灰心。台塑投資南亞科、華亞科生產動態隨機記憶體(DRAM)都賠錢,後來台塑找到美光結盟,把華亞科賣給美光,南亞科也為美光代工;力晶半導體虧錢,改變營業項目,改做邏輯IC等,後來有能力蓋新廠。
他強調,華映之前虧損主要是來自中國大陸的模組廠,但出售賺錢的3.5代廠凌巨,則是為了現金。華映在轉型過程中,有很多事不能講太快,想找富爸爸,但現在還沒找到。
華映總經理林盛昌說明,目前車載及工控產品占1/3,消費型產品包括手機、平板電腦面板占2/3,希望兩年內,讓兩類產品占比倒過來;手機、平板電腦面板只是維持生產線的折舊攤提,車載、工控產品才是賺錢的主要來源。
有小股東問華映轉投資中國大陸,在莆田新建6代廠,將來是否會關掉台灣的工廠?林盛昌解釋,莆田廠用中國大陸上市平台資源,與台灣的工廠有所區隔,透過莆田廠,可提供完整的產品組合。
他指出,莆田廠投資120億元,股本84億元,利用中國大陸上市平台辦理現金增資,今年下半年可望量產,生產中高階產品,初期還是以手機、平板電腦面板為主。
林蔚山透露,莆田廠將來也可能布局醫療產品。
華映:努力將每股淨值提升至5元以上
【經濟日報╱記者李珣瑛】華映總經理林盛昌表示,華映致力於三年後翻轉產品組合,達成:車載與工控占三分之二、消費性產品占三分之一的目標。
華映今天舉行股東常會,數位小股東出席關切公司營運改善成效,並關切公司何時能擺脫全額交割股?華映表示,目前淨值2元,距離脫離全額交割股需淨值達5元,仍有相當的成長空間。
3.心得/評論(必需填寫滿20字):
找郭董當富爸爸? .華映賣的東西會有人要嗎,跟群創整合不知有沒搞頭
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