鴻海獲利上半年掉32% 「第三季恐不盡理 - 股票
By Agatha
at 2020-08-13T11:01
at 2020-08-13T11:01
Table of Contents
1.原文連結:https://www.chinatimes.com/newspapers/20200813000200-260202?chdtv
2.原文內容:
鴻海獲利上半年掉32% 「第三季恐不盡理想」
受疫情影響,鴻海首季獲利開出低盤,雖然第二季力圖上進,但仍未能彌補首季與去年同
期的差額,上半年獲利年減32%,EPS1.8元,鴻海估計,第三季恐怕也不盡理想,單季營
收季增幅度僅個位數,而年減幅度恐將達到雙位數。
鴻海第二季財報出爐,單季稅後純益228.8億元,季增998%、年增34%,EPS1.65元優於
今年首季的0.15元及去年同期的EPS1.23元;惟上半年累計稅後純益249.64億元,仍呈年
減32%,換算EPS為1.8元。
就三率的表現言之,第二季毛利率、營益率、淨利率分別為5.91%、1.99%、2.03%均較
上季的4.5%、0.49%、0.22%成長,亦較去年同期的5.31%、1.34%、1.47%走揚,呈
現三率三升,就各產品線的表現來看,消費暨智能產品受惠於手機和遊戲機帶動逆轉季減
的預期出現季增的走勢,至於其他三大類產品的表現則都算符合預期。
不過因第一季基期較低,鴻海半年報並未順利超前去年,經結算上半年累計營收為2.06兆
元,呈年減7%,累計稅後盈餘249.64億元,則較去年同期下滑32%,換算上半年EPS為
1.8元,仍低於去年同期的2.65元。
展望第三季,劉揚偉指出,消費性暨智能產品因受到新冠肺炎影響,再加上新機種出貨遞
延,預估季增幅為個位數,但卻會較去年同期出現雙位數的下滑;雲端網路產品第三季的
表現則與第2季持平,惟可望出現個位數的年增幅度;電腦終端產品季增和年增幅度均為
個位數,PC和平板產品則可望延續第2季穩健成長的走勢;至於元件和其他產品季增幅度
達雙位數,但與去年相較僅有持平的表現。
總體來看,第三季營收估僅有個位數的成長,但卻可能出現雙位數的年減。
雖然今年營運受疫情和蘋果新機延後上市衝擊,再加上立訊精密搶進iPhone組裝代工變數
橫生,但劉揚偉卻不以為意,強調「一個產業吵得沸沸揚揚,代表這個行業有搞頭,至於
廠商要靠策略結盟來打鴻海,就代表他們一個人打不過鴻海,非得靠結盟才行,這樣的結
盟對鴻海影響很有限」。
3.心得/評論:
鴻海表現真的不如預期,看來看去,就這新聞標題對鴻海最傷,今天股價往下噴了
--
Tags:
股票
All Comments
By Carol
at 2020-08-18T05:48
at 2020-08-18T05:48
By Audriana
at 2020-08-19T11:20
at 2020-08-19T11:20
By Xanthe
at 2020-08-22T08:48
at 2020-08-22T08:48
By Wallis
at 2020-08-25T18:54
at 2020-08-25T18:54
By Isla
at 2020-08-29T03:10
at 2020-08-29T03:10
By Oliver
at 2020-09-01T21:42
at 2020-09-01T21:42
By Barb Cronin
at 2020-09-02T12:09
at 2020-09-02T12:09
By Margaret
at 2020-09-07T03:05
at 2020-09-07T03:05
By Freda
at 2020-09-08T14:05
at 2020-09-08T14:05
By Enid
at 2020-09-10T17:03
at 2020-09-10T17:03
By Candice
at 2020-09-13T07:38
at 2020-09-13T07:38
By Faithe
at 2020-09-15T13:29
at 2020-09-15T13:29
By Cara
at 2020-09-19T15:42
at 2020-09-19T15:42
By William
at 2020-09-22T02:04
at 2020-09-22T02:04
By Madame
at 2020-09-26T01:19
at 2020-09-26T01:19
By Linda
at 2020-09-29T18:19
at 2020-09-29T18:19
By Tristan Cohan
at 2020-10-01T20:38
at 2020-10-01T20:38
By William
at 2020-10-05T23:40
at 2020-10-05T23:40
By Olivia
at 2020-10-10T12:00
at 2020-10-10T12:00
By Audriana
at 2020-10-11T00:17
at 2020-10-11T00:17
By Xanthe
at 2020-10-11T13:04
at 2020-10-11T13:04
By Mary
at 2020-10-11T22:07
at 2020-10-11T22:07
By Annie
at 2020-10-12T02:12
at 2020-10-12T02:12
By Charlie
at 2020-10-15T19:15
at 2020-10-15T19:15
By Eartha
at 2020-10-18T12:45
at 2020-10-18T12:45
By Harry
at 2020-10-19T13:49
at 2020-10-19T13:49
By Catherine
at 2020-10-22T16:16
at 2020-10-22T16:16
By Sarah
at 2020-10-24T08:34
at 2020-10-24T08:34
By Tom
at 2020-10-27T23:41
at 2020-10-27T23:41
By Adele
at 2020-10-29T06:54
at 2020-10-29T06:54
By Anthony
at 2020-11-01T03:47
at 2020-11-01T03:47
By Gilbert
at 2020-11-02T22:55
at 2020-11-02T22:55
By Quanna
at 2020-11-03T19:36
at 2020-11-03T19:36
By Hardy
at 2020-11-04T08:56
at 2020-11-04T08:56
By Heather
at 2020-11-05T02:29
at 2020-11-05T02:29
By Sarah
at 2020-11-10T00:45
at 2020-11-10T00:45
By Skylar DavisLinda
at 2020-11-11T11:46
at 2020-11-11T11:46
By Todd Johnson
at 2020-11-11T16:18
at 2020-11-11T16:18
By Ophelia
at 2020-11-11T23:22
at 2020-11-11T23:22
By Una
at 2020-11-15T20:04
at 2020-11-15T20:04
By Yedda
at 2020-11-16T04:35
at 2020-11-16T04:35
By Hamiltion
at 2020-11-21T03:23
at 2020-11-21T03:23
By Olga
at 2020-11-24T03:19
at 2020-11-24T03:19
By Zenobia
at 2020-11-28T03:16
at 2020-11-28T03:16
By Hedy
at 2020-11-30T14:14
at 2020-11-30T14:14
By Zora
at 2020-12-02T07:23
at 2020-12-02T07:23
By Madame
at 2020-12-04T11:23
at 2020-12-04T11:23
By Isabella
at 2020-12-09T01:46
at 2020-12-09T01:46
By Madame
at 2020-12-10T08:53
at 2020-12-10T08:53
By Tom
at 2020-12-12T17:58
at 2020-12-12T17:58
By Eartha
at 2020-12-13T02:56
at 2020-12-13T02:56
By Olga
at 2020-12-17T20:14
at 2020-12-17T20:14
By Brianna
at 2020-12-20T01:33
at 2020-12-20T01:33
Related Posts
華為又出招!傳啟動機密「塔山計劃」
By Zora
at 2020-08-13T10:48
at 2020-08-13T10:48
緯創 請益
By Aaliyah
at 2020-08-13T10:42
at 2020-08-13T10:42
燦星網(4930)109年上半年稅後盈餘7145萬
By Sierra Rose
at 2020-08-13T10:42
at 2020-08-13T10:42
元太 多
By Andy
at 2020-08-13T10:39
at 2020-08-13T10:39
券商手續費的折扣
By Suhail Hany
at 2020-08-13T10:35
at 2020-08-13T10:35