驅動IC多空論戰 又一家下砍聯詠至500元 - 股票
By John
at 2021-06-02T10:47
at 2021-06-02T10:47
Table of Contents
原文標題:驅動IC多空論戰 又一家下砍聯詠目標價降至500元
原文連結:https://reurl.cc/MAZORX
發布時間:2021-06-02
原文內容:
亞系外資聚焦驅動IC後市,示警LCD電視需求恐有風險,將影響下半年電視驅動IC展望,
且由於下半年驅動IC晶圓產能有望紓解,下半年驅動IC獲利向上空間有限,因此驅動IC大
廠聯詠(3034)從買進降至持有,目標價從725元下砍至500元,一併調降今明年獲利預估
12%、15%。
外資對於近期驅動IC後市多空看法分歧,部分外資認為第3季仍有向上空間,但近期外資
也針對電視面板價格走勢恐放緩,示警驅動IC獲利動能。
亞系外資表示,聯詠先前在法說重申下半年晶圓供需吃緊不變,但隨著LCD電視面板平均
售價在 6 月、第3季攻頂,超出預期,未來LCD電視需求將走弱,因此大尺寸驅動 IC 和
LCD TV 單晶片可能接續走緩。
亞系外資因此調降今明年每股獲利預估12%、15%,分別降至45.35元、40.15元,低於市場
預期,在單價走低下,也將影響今明年毛利率表現,預期今明年毛利率將為45%、41%。
心得/評論: ※必需填寫滿20字
真的臭酸了...
99 我的驅動IC恥骨
希望只是吃貨文而已 嗚嗚嗚
--
原文連結:https://reurl.cc/MAZORX
發布時間:2021-06-02
原文內容:
亞系外資聚焦驅動IC後市,示警LCD電視需求恐有風險,將影響下半年電視驅動IC展望,
且由於下半年驅動IC晶圓產能有望紓解,下半年驅動IC獲利向上空間有限,因此驅動IC大
廠聯詠(3034)從買進降至持有,目標價從725元下砍至500元,一併調降今明年獲利預估
12%、15%。
外資對於近期驅動IC後市多空看法分歧,部分外資認為第3季仍有向上空間,但近期外資
也針對電視面板價格走勢恐放緩,示警驅動IC獲利動能。
亞系外資表示,聯詠先前在法說重申下半年晶圓供需吃緊不變,但隨著LCD電視面板平均
售價在 6 月、第3季攻頂,超出預期,未來LCD電視需求將走弱,因此大尺寸驅動 IC 和
LCD TV 單晶片可能接續走緩。
亞系外資因此調降今明年每股獲利預估12%、15%,分別降至45.35元、40.15元,低於市場
預期,在單價走低下,也將影響今明年毛利率表現,預期今明年毛利率將為45%、41%。
心得/評論: ※必需填寫滿20字
真的臭酸了...
99 我的驅動IC恥骨
希望只是吃貨文而已 嗚嗚嗚
--
Tags:
股票
All Comments
By Tristan Cohan
at 2021-06-07T01:18
at 2021-06-07T01:18
By Rosalind
at 2021-06-11T19:48
at 2021-06-11T19:48
By Quintina
at 2021-06-13T20:16
at 2021-06-13T20:16
By Iris
at 2021-06-15T01:50
at 2021-06-15T01:50
By Mason
at 2021-06-17T19:37
at 2021-06-17T19:37
By Selena
at 2021-06-18T03:53
at 2021-06-18T03:53
By Charlie
at 2021-06-21T10:15
at 2021-06-21T10:15
By Carol
at 2021-06-24T02:10
at 2021-06-24T02:10
By Freda
at 2021-06-25T08:08
at 2021-06-25T08:08
By Adele
at 2021-06-29T04:23
at 2021-06-29T04:23
By Kristin
at 2021-07-02T04:49
at 2021-07-02T04:49
By Suhail Hany
at 2021-07-06T14:21
at 2021-07-06T14:21
By Lily
at 2021-07-07T08:44
at 2021-07-07T08:44
By Harry
at 2021-07-07T18:15
at 2021-07-07T18:15
By Brianna
at 2021-07-08T17:26
at 2021-07-08T17:26
By Ophelia
at 2021-07-09T07:31
at 2021-07-09T07:31
By Belly
at 2021-07-14T00:58
at 2021-07-14T00:58
By Odelette
at 2021-07-14T23:59
at 2021-07-14T23:59
By Gary
at 2021-07-18T01:24
at 2021-07-18T01:24
By Faithe
at 2021-07-22T13:26
at 2021-07-22T13:26
By Rae
at 2021-07-23T20:15
at 2021-07-23T20:15
By Una
at 2021-07-26T06:52
at 2021-07-26T06:52
By Enid
at 2021-07-29T10:24
at 2021-07-29T10:24
By Skylar Davis
at 2021-08-02T04:48
at 2021-08-02T04:48
By Irma
at 2021-08-05T09:49
at 2021-08-05T09:49
By Ina
at 2021-08-07T07:47
at 2021-08-07T07:47
By Una
at 2021-08-11T06:26
at 2021-08-11T06:26
By Tom
at 2021-08-14T14:52
at 2021-08-14T14:52
By Dora
at 2021-08-18T02:47
at 2021-08-18T02:47
By Emma
at 2021-08-20T14:35
at 2021-08-20T14:35
By Annie
at 2021-08-23T19:19
at 2021-08-23T19:19
By Tom
at 2021-08-28T07:56
at 2021-08-28T07:56
By Daniel
at 2021-08-28T18:44
at 2021-08-28T18:44
By Eartha
at 2021-09-01T08:24
at 2021-09-01T08:24
By Kumar
at 2021-09-03T01:10
at 2021-09-03T01:10
By Rebecca
at 2021-09-07T22:27
at 2021-09-07T22:27
By Rae
at 2021-09-08T04:08
at 2021-09-08T04:08
By Puput
at 2021-09-11T03:17
at 2021-09-11T03:17
By Blanche
at 2021-09-14T07:58
at 2021-09-14T07:58
By Regina
at 2021-09-16T00:31
at 2021-09-16T00:31
By Doris
at 2021-09-18T02:58
at 2021-09-18T02:58
By Queena
at 2021-09-21T09:43
at 2021-09-21T09:43
By Puput
at 2021-09-21T23:20
at 2021-09-21T23:20
By Anthony
at 2021-09-24T12:38
at 2021-09-24T12:38
By Belly
at 2021-09-25T14:36
at 2021-09-25T14:36
By Hedy
at 2021-09-27T21:05
at 2021-09-27T21:05
By Ursula
at 2021-10-02T03:49
at 2021-10-02T03:49
By Suhail Hany
at 2021-10-03T15:56
at 2021-10-03T15:56
By Ivy
at 2021-10-06T15:53
at 2021-10-06T15:53
By Ethan
at 2021-10-10T19:37
at 2021-10-10T19:37
By Elizabeth
at 2021-10-14T09:28
at 2021-10-14T09:28
By Bennie
at 2021-10-18T22:21
at 2021-10-18T22:21
By Emily
at 2021-10-23T13:52
at 2021-10-23T13:52
By Liam
at 2021-10-25T01:32
at 2021-10-25T01:32
By Enid
at 2021-10-25T07:53
at 2021-10-25T07:53
By Elvira
at 2021-10-26T03:10
at 2021-10-26T03:10
Related Posts
塑化鋼鐵面板衝鋒 台股突破17,200
By Barb Cronin
at 2021-06-02T10:43
at 2021-06-02T10:43
手上有高端疫苗 心情怎麼調適
By Lydia
at 2021-06-02T10:42
at 2021-06-02T10:42
BNT談判 德駐台代表:德政府力促但無法
By Faithe
at 2021-06-02T10:40
at 2021-06-02T10:40
台積電 魏哲家:5奈米出貨已逾50萬片
By Ula
at 2021-06-02T10:38
at 2021-06-02T10:38
印度巨資蓋面板廠 雙虎備戰
By James
at 2021-06-02T10:22
at 2021-06-02T10:22