群聯 今年拚賺兩股本 - 股票

By Agatha
at 2018-10-15T09:17
at 2018-10-15T09:17
Table of Contents
1.原文連結:
https://udn.com/news/story/7254/3421512?from=udn-catelistnews_ch2
2.原文內容:
雖然NAND Flash價格走跌,不過,群聯(8299)董事長潘健成表示,下半年的營收與獲利
應可優於上半年。法人預期,群聯今年每股純益可望賺進逾兩個股本。
威剛董事長陳立白表示,該公司DRAM業務比重高,NAND Flash走跌,受影響幅度小。
群聯今年前三季合併營收306.65億元,年減1.7%。
NAND Flash市況轉弱,不過,潘健成認為,公司手上還有很多訂單,目前看來,到11月的
訂單情況都不錯,中國市場雙11前的拉貨動能也頗強。
至於威剛方面,陳立白表示,NAND Flash價格持續下滑,對其影響有限,價格看跌時,該
公司就不會建立太多庫存,整體前導生產時程會盡量縮短,而且價格下降,可刺激終端裝
置容量需求增加。
3.心得/評論:
這麼會賺,現在能賺到二個股本的公司不多了 (減資的例外)
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股票
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