聯發科 2454 多 - 股票
By Hazel
at 2017-10-13T19:49
at 2017-10-13T19:49
Table of Contents
好久沒有對聯發科發表看法
目前是這樣的
4g進度還是落後 (5g不用談)
手機部門今年虧損 明年最多也是損益兩平
靠賣子公司股權賺錢 節省開銷(中止高階晶片量產計畫)看看能不能擋一下毛利率的降低
以前積存的高階芯片庫存是一個問題
可能會在明年打呆
所以股價漲到這裡 330元
其實以P/E 15到20來推估
明年EPS預估15來說(以不打呆的情況)
大約是225到300之間為合理價位
330 有點貴了
建議中立為好
除非菜政府轉性讓中資入股聯發科
否則看法不變
--
正~面~能~量~(*⊙皿⊙)/★*"`'*-.,_,.-*'`"*-.,_☆
你怕了吧!!!!!
--
目前是這樣的
4g進度還是落後 (5g不用談)
手機部門今年虧損 明年最多也是損益兩平
靠賣子公司股權賺錢 節省開銷(中止高階晶片量產計畫)看看能不能擋一下毛利率的降低
以前積存的高階芯片庫存是一個問題
可能會在明年打呆
所以股價漲到這裡 330元
其實以P/E 15到20來推估
明年EPS預估15來說(以不打呆的情況)
大約是225到300之間為合理價位
330 有點貴了
建議中立為好
除非菜政府轉性讓中資入股聯發科
否則看法不變
--
正~面~能~量~(*⊙皿⊙)/★*"`'*-.,_,.-*'`"*-.,_☆
你怕了吧!!!!!
--
Tags:
股票
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