蘋果供應鏈出貨下修 外資調降TPK評等及 - 股票
By Skylar DavisLinda
at 2018-04-17T12:33
at 2018-04-17T12:33
Table of Contents
1.原文連結:
https://www.nownews.com/news/20180417/2736970
2.原文內容:
觸控面板廠 TPK-KY 宸鴻 (3673-TW) 今年第 1 季營運力拚損平或小幅獲利,最新出爐美
系外資報告卻調降宸鴻評等及目標價,報告指出,考量蘋果供應鏈出貨及獲利下修,將宸
鴻評等從買進連降兩級至賣出,目標價由 118 元大幅下修到 60 元。
美系外資認為,受價格競爭影響,恐衝擊宸鴻 iPhone 相關產品毛利率,決定調降宸鴻今
年整體毛利率 0.1 個百分點至 8.9%,2019 年、2020 年整體毛利率則分別下修 0.9 個
百分點及 1 個百分點。
美系外資預估,今年新款 6.1 吋 LCD 面板 iPhone 需求恐將不如預期,宸鴻資本支出占
營收比重從去年 3.4%,今年將提高到 7.8%,恐對獲利造成影響,另外,預估今年每股純
益降幅 12%,2019 年及 2020 年每股純益預估降幅分別為 8%、6%。
外資連續買超宸鴻 5 個交易日,推升股價走揚一度挑戰 80 元關卡,但昨 (16) 日轉為
賣超,今 (17) 日股價則開低走低,跌破 5 日線,一度下探至 73.3 元,盤中跌幅逾 6%
。
3.心得/評論:
跌勢加重 挑戰亮燈 !
--
Tags:
股票
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