達方下週一法說可望報喜 MLCC產能擴大、 - 股票

By Caitlin
at 2018-08-03T16:30
at 2018-08-03T16:30
Table of Contents
1.原文連結:
http://goo.gl/VUuu1p
2.原文內容:
電子周邊元件廠達方(8163)今年度搭上被動元件MLCC的缺貨和漲價潮,第二季獲利大幅
拉高、EPS達1.41元。值得觀察的是,達方今年在MLCC的擴產幅度,算得上是同業當中最
大,主要是產能的擴充並非來自於購置新機器,而是原本的停工的設備重啟,下半年的漲
價效應可望更強。
另外,隨著零件價格上揚,業界傳出,達方的主力產品-NB鍵盤也醞釀漲價,對於下半年
帶來更強勁的成長動能。
達方今年的股價寫下95.8元的掛牌年度之後新高,主要就是拜MLCC之賜。不過,達方近期
伴隨被動元件族群回檔大跌,逼近50元大關,幅度也是相當慘烈。
達方因應MLCC需求強勁,擴產計畫從第二季逐步啟動,以上半年MLCC佔營收比重約15%來
看,下半年有機會拉高到25-30%之多,成長幅度相當可觀。但以達方在MLCC族群當中的
產能來看,可說是相當小咖,因此就算大擴產,也不會影響當前的產業供需,依然是滿載
格局。
達方6月份營收創21個月新高,單月EPS為0.55元,連續2個月的獲利超越第一季,累計第
二季1.41元。法人預期,7月份在漲價效應下,營收及獲利將可繼續衝高。
3.心得/評論:
大利多的消息,看樣子要重回榮耀了,別忘法人喊今年上看150
空軍門保重了哈
--
http://goo.gl/VUuu1p
2.原文內容:
電子周邊元件廠達方(8163)今年度搭上被動元件MLCC的缺貨和漲價潮,第二季獲利大幅
拉高、EPS達1.41元。值得觀察的是,達方今年在MLCC的擴產幅度,算得上是同業當中最
大,主要是產能的擴充並非來自於購置新機器,而是原本的停工的設備重啟,下半年的漲
價效應可望更強。
另外,隨著零件價格上揚,業界傳出,達方的主力產品-NB鍵盤也醞釀漲價,對於下半年
帶來更強勁的成長動能。
達方今年的股價寫下95.8元的掛牌年度之後新高,主要就是拜MLCC之賜。不過,達方近期
伴隨被動元件族群回檔大跌,逼近50元大關,幅度也是相當慘烈。
達方因應MLCC需求強勁,擴產計畫從第二季逐步啟動,以上半年MLCC佔營收比重約15%來
看,下半年有機會拉高到25-30%之多,成長幅度相當可觀。但以達方在MLCC族群當中的
產能來看,可說是相當小咖,因此就算大擴產,也不會影響當前的產業供需,依然是滿載
格局。
達方6月份營收創21個月新高,單月EPS為0.55元,連續2個月的獲利超越第一季,累計第
二季1.41元。法人預期,7月份在漲價效應下,營收及獲利將可繼續衝高。
3.心得/評論:
大利多的消息,看樣子要重回榮耀了,別忘法人喊今年上看150
空軍門保重了哈
--
Tags:
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