義隆第二季增16倍 - 股票

By Megan
at 2020-07-29T10:53
at 2020-07-29T10:53
Table of Contents
2020-07-28 16:13 中央社 記者張建中台北28日電
觸控晶片廠義隆電第2季歸屬母公司淨利新台幣9.18億元,季增16倍,每股純益3.15元。義
隆電第3季營運展望樂觀,預期季營收季增30%至35.6%,再創新高。
義隆電下午召開法人說明會,公布第2季營運結果。受惠居家辦公與遠距教學新型態驅動筆
記型電腦市場需求強勁,義隆電觸控產品出貨暢旺,帶動第2季營收逐月攀高,季營收達35.
39億元,季增60.4%,並創歷史新高。
隨著本業與業外收益同步攀高,義隆電第2季歸屬母公司淨利達9.18億元,季增16倍,每股
純益3.15元;上半年歸屬母公司淨利9.72億元,年增17.2%,每股純益3.33元。
展望未來,在市場需求依然強勁下,義隆電第3季營運展望樂觀,預期季營收可望進一步攀
高到46億至48億元,季增30%至35.6%,續創歷史新高紀錄,包括觸控螢幕、觸控板與指紋辨
識晶片銷售將同步成長。
義隆電指出,去年筆記型電腦觸控板市占率攀高至50%,躍居全球龍頭地位,預期今年市占
率可望進一步攀高到60%至70%水準;筆記型電腦觸控螢幕晶片去年市占率約57%,今年也將
攀高到60%至70%。
心得
推估今年EPS至少10塊,也算是年年成長的好公司,結果今天來個開高走低?股價是否委屈?
--
觸控晶片廠義隆電第2季歸屬母公司淨利新台幣9.18億元,季增16倍,每股純益3.15元。義
隆電第3季營運展望樂觀,預期季營收季增30%至35.6%,再創新高。
義隆電下午召開法人說明會,公布第2季營運結果。受惠居家辦公與遠距教學新型態驅動筆
記型電腦市場需求強勁,義隆電觸控產品出貨暢旺,帶動第2季營收逐月攀高,季營收達35.
39億元,季增60.4%,並創歷史新高。
隨著本業與業外收益同步攀高,義隆電第2季歸屬母公司淨利達9.18億元,季增16倍,每股
純益3.15元;上半年歸屬母公司淨利9.72億元,年增17.2%,每股純益3.33元。
展望未來,在市場需求依然強勁下,義隆電第3季營運展望樂觀,預期季營收可望進一步攀
高到46億至48億元,季增30%至35.6%,續創歷史新高紀錄,包括觸控螢幕、觸控板與指紋辨
識晶片銷售將同步成長。
義隆電指出,去年筆記型電腦觸控板市占率攀高至50%,躍居全球龍頭地位,預期今年市占
率可望進一步攀高到60%至70%水準;筆記型電腦觸控螢幕晶片去年市占率約57%,今年也將
攀高到60%至70%。
心得
推估今年EPS至少10塊,也算是年年成長的好公司,結果今天來個開高走低?股價是否委屈?
--
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