穩懋Q4營運可望回溫 外資逢低大買股價強 - 股票

By Hedy
at 2018-10-14T09:59
at 2018-10-14T09:59
Table of Contents
1.原文連結:
https://news.cnyes.com/news/id/4217467?exp=a
2.原文內容:
砷化鎵大廠穩懋 (3105-TW) 第四季可望受惠 VCSEL 出現庫存回補得情形,帶動營運動能
回溫,本周外資逢低回補 4832 張,推升股價無懼大盤崩跌逆勢強彈,力守百元之上關卡
。
穩懋第三季雖面下游客戶消化庫存的狀況,導致旺季不旺,營收呈現衰退,不過法人預估
,客戶庫存去化可望於第四季告一段落,加上 VCSEL 將會有庫存回補,帶動穩懋營運回
溫。
而 11 日台股崩跌漁 660 點,穩懋股價更是被打至百元之下,外資趁勢逢低進場承接,
單日買超 6921 張,使穩懋股價力守百元之上,加上 12 日大盤回穩,更帶動股價大漲
9.17%,收在 119 元。
穩懋 9 月營收 13.16 億元,月減 2.26%、年減 18.15%,第三季營收 40.55 億元,季減
11.22%、年減 7.74%,為近 6 季以來首度衰退,累計 1 到 9 月合併營收 130.86 億元
,較去年同期成長 13.98%。
雖然穩懋第三季營收表現雖然下滑,但公司預估毛利率仍能持穩 3 成之上,約落在
31-33% 之間。公司也將於 10 月 23 日召開法說會,公布第三季財報與第四季營運展望
。
3.心得/評論:
今年iphone 每一隻都有face ID,3D感測器很火紅,穩懋題材不錯。
--
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