鴻海目標價 法人砍到75元 - 股票
By Cara
at 2020-02-19T19:45
at 2020-02-19T19:45
Table of Contents
1.原文連結:https://money.udn.com/money/story/5607/4355249
2.原文內容:
2020-02-19 14:51聯合晚報 記者吳凱中/台北報導
蘋果公司下修財測,牽動國內蘋概股營運,兩家國內法人機構出示最新報告,預期鴻海(
2317)受到新冠肺炎疫情影響,第一季營收季減約四成,且最快也要到3月才能回到全面
生產。
另一家法人機構則更悲觀,評估疫情將影響上半年中國大陸市場智慧手機需求,將鴻海目
標價從97元下修至75元,評等由「中性」轉為「賣出」。
蘋果近期發表投資人更新報告,指出因新冠肺炎疫情未見改善,導致大陸復工情況比預期
緩慢,將無法達到本季原先預估營收630億美元至670億美元。
對此,國內法人針對蘋概股指標之一的鴻海提出新報告,預期在復工情況緩慢之下,鴻海
本季營收將季減約四成,並下修第一季度及全年展望,並紛紛調降目標價,最新區間價格
落在105至75元之間,其中一家機構更將鴻海評等自「中性」轉為「賣出」。
法人表示,第二代iPhone SE將於第一季末或第二季初發表,但疫情的發展恐怕導致新品
問世出現風險。此外,由於疫情影響,世界各地的旅行禁令造成不確定性上升,可能影響
下半年蘋果新機發布時程。鴻海有可能考量供應鏈中斷,因而將下半年新機試點從大陸轉
移至台灣。
不過,中長期來看,儘管鴻海智慧手機與消費性電子產品業務較脆弱,但集團事業可望展
現韌性,且鴻海在全球範圍內擁有更多元化製造基地,未來將加速生產遷移腳步,長期毛
利率改善目標及轉型計畫仍不變。
另一家法人機構則預估,受到疫情影響,導致蘋果供應鏈復工情況緩慢,組裝廠在缺乏人
力以及零組件之下,預期首季iPhone出貨量將降至2,330台、季減40%,全年來看,估
iPhone出貨量為2.04億台、年增9%,但低於原先預估的2.17億台。
此外,更大的風險來自消費信心減弱,導致上半年大陸市場需求減緩。法人說,由於終端
需求復甦緩慢,今年大陸智慧手機總出貨量由原先4億台下修至3.5億台。
3.心得/評論:海公公第一季通常不都是淡季嗎!?
不知道大家怎麼看未來要往_走...
--
2.原文內容:
2020-02-19 14:51聯合晚報 記者吳凱中/台北報導
蘋果公司下修財測,牽動國內蘋概股營運,兩家國內法人機構出示最新報告,預期鴻海(
2317)受到新冠肺炎疫情影響,第一季營收季減約四成,且最快也要到3月才能回到全面
生產。
另一家法人機構則更悲觀,評估疫情將影響上半年中國大陸市場智慧手機需求,將鴻海目
標價從97元下修至75元,評等由「中性」轉為「賣出」。
蘋果近期發表投資人更新報告,指出因新冠肺炎疫情未見改善,導致大陸復工情況比預期
緩慢,將無法達到本季原先預估營收630億美元至670億美元。
對此,國內法人針對蘋概股指標之一的鴻海提出新報告,預期在復工情況緩慢之下,鴻海
本季營收將季減約四成,並下修第一季度及全年展望,並紛紛調降目標價,最新區間價格
落在105至75元之間,其中一家機構更將鴻海評等自「中性」轉為「賣出」。
法人表示,第二代iPhone SE將於第一季末或第二季初發表,但疫情的發展恐怕導致新品
問世出現風險。此外,由於疫情影響,世界各地的旅行禁令造成不確定性上升,可能影響
下半年蘋果新機發布時程。鴻海有可能考量供應鏈中斷,因而將下半年新機試點從大陸轉
移至台灣。
不過,中長期來看,儘管鴻海智慧手機與消費性電子產品業務較脆弱,但集團事業可望展
現韌性,且鴻海在全球範圍內擁有更多元化製造基地,未來將加速生產遷移腳步,長期毛
利率改善目標及轉型計畫仍不變。
另一家法人機構則預估,受到疫情影響,導致蘋果供應鏈復工情況緩慢,組裝廠在缺乏人
力以及零組件之下,預期首季iPhone出貨量將降至2,330台、季減40%,全年來看,估
iPhone出貨量為2.04億台、年增9%,但低於原先預估的2.17億台。
此外,更大的風險來自消費信心減弱,導致上半年大陸市場需求減緩。法人說,由於終端
需求復甦緩慢,今年大陸智慧手機總出貨量由原先4億台下修至3.5億台。
3.心得/評論:海公公第一季通常不都是淡季嗎!?
不知道大家怎麼看未來要往_走...
--
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