法說會報捷 國巨目標價喊出1,850元 - 股票

By Ida
at 2018-06-12T12:45
at 2018-06-12T12:45
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5710/3193332
2.原文內容:法說會報捷 國巨目標價喊出1,850元
被動元件大廠國巨11日開法說會,外資摩根大通(小摩)在國巨發表展望前夕,出具首次評
等報告,目標價一度給出法人圈最高的1,650元,帶動國巨飆上1,255元新天價;在法說會過
後,滙豐等法人看好報價強勁,更喊出1,850元「新天價」。
國巨11日股價以1,210元作收,上漲30元,漲幅2.54%,優於大盤。
國巨法說會特別針對電阻漲價提出三原因,包括電阻基地的華東面臨限排,陸廠擴產有限,
其次基板廠資本支出低,小型企業受限獲利不易擴產,再者是科技應用大幅增加,也是本波
被動元件狂飆關鍵。
摩根大通科技產業分析師蔡宗余先前指出,國巨經歷MLCC(積層陶瓷電容)大漲,接下來電
阻漲價,是推升獲利第二大動力。報告因此樂觀預估國巨今年每股純益(EPS)挑戰85元,
明年再拉高至113元,相對市場預估高出19%、23%,換算合理目標價1,650元。
小摩預期,MLCC一路缺貨到2019年,報價還有龐大潛力,加乘電阻漲價、預估年底上調幅度
達到七成,國巨表現將銳不可當。而小摩給予國巨1,650元,也是該券商在台研究範圍中,
僅次於股王的第二高高價股,目前小摩給予股王4,600元,在國巨以下,是精測目標價1,200
元。
小摩並強調,市場對於國巨前景高度認同,帶來更大威力,由於市場不斷上修獲利,使國巨
短線回檔,也有投資氣氛和基本面撐腰,反彈後再創高。
這個觀點很快獲得共鳴,法說會過後,滙豐證券即考量國巨釋出,日廠淡出消費性電子市場
,設備交期拉長至18個月,國巨營運還有爆發力,分別上修2018至2020年營收成長率為98%
、23%、10%,EPS來到78.58元、99.95元、108.81元,目標價由1,120元上修至1,500元。
國內投顧同步跟進,國票證券以「產業盛況空前」比喻被動元件榮景,預期4月起,國巨營
收創高將成新常態,第2季至下半年旺季,單季營收都將翻倍,拉動全年營收大增近二倍,
未來六個月股價調高至1,850元,居法人圈「新天價」
3.心得/評論:
六個月後有機會到1850,今天拉回是最後上車機會!
老司機要發車了~ 尬廣跟上
--
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