為何聯詠414 - 股票
By Vanessa
at 2021-05-20T18:16
at 2021-05-20T18:16
Table of Contents
基於別人PO的圖片
摩根史丹利的報告
雖然跟中文的新聞差不過少了一段
https://imgur.com/uCBHqTN
Stock implications - Turning conservative on Novatek and Chipbond: We raise
our Novatek earnings estimates by 13%/3% for 2021/22e, but cut 2023e EPS by
20% and lower PT to NT$414. We think the share price could derate with
deceleration of DDI ASP Y/Y. Although we still see 40% earnings upside to
2021e consensus, Novatek's earnings revisions have peaked, and EPS will
likely decline Y/ in 2022. Valuation will likely trade down to 8-9x 2022e
EPS. We reduce our Chipbond earnings estimates, given margin dilution from
lower utilization and limited price hikes from 3Q. Thus, we cut our PT to
NT$71, implying 10% 2021e P/E, which looks fair vs. its historical range of
8-15x since 2009.
BY GOOGLE 機翻
我們認為股價可能會隨著DDI ASP Y / Y減速而貶值。
儘管我們仍然認為2021e共識的盈利有40%的增長空間,
但聯詠的盈利修訂已達到頂峰,
每股收益可能會在2022年下降。
估值可能會下降至2022e每股收益的8-9倍。
原來不是本益比10倍
是他只願意給出本益比8-9倍
2022年 九倍 EPS 46 414收 讚
--
2021/04/27
驅動IC漲不停 高盛上修聯詠目標價至755元
外資圈除了摩根士丹利重申「優於大盤」評級及744元目標價
反映在聯詠基本面,高盛推估,聯詠第2季毛利率可提高到45%,
營益率拉升到28.7%,全年EPS預測自30元大幅上修到40元,2022年則預估38.3元,
25倍本益比推算的目標價為755元。
---
一個月前 本益比能給到25倍
跟菜市場喊價沒什麼兩樣
--
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