[新聞] 《半導體》與三星分手,智原灑淚已回收
1.原文連結:http://tinyurl.com/ak96x77
2.內容:
摩根士丹利分析師下調智原 (3035) 目標價由55元下調至48元,指出將流失三星新一代智
慧型手機S4的eMMC(內嵌式記憶體)訂單,將對營運造成衝擊。智原今日股價早盤下挫逾2%
,為IC設計族群表現最為弱勢個股。
籌碼面觀察,摩根士丹利證券昨日出脫智原達577張,外資累計近4個交易日大砍1395張,
投信本月也賣出556張。
市場傳出三星新一代智慧型手機S4的關鍵零組件eMMC(內嵌式記憶體)擬棄智原產品,而改
採自家產品,對此,摩根士丹利分析師則看淡智原營運,指智原供應三星訂單目前約佔三
成以上,這次若少了三星S4訂單,對營運相當不利。
智原去年第四季稅後盈餘為2.0億元,季減35.7%,EPS為0.52元,毛利率則由前一季的38%
下滑至37%。不過對於今年首季的財測,智原預估營收季減幅度可壓縮在15%以內,優於以
往淡季的表現。
3.心得/評論(必需填寫):
又一間 被三星用過就丟的公司
--
※ 發信站: 批踢踢實業坊(ptt.cc)
◆ From: 114.43.190.101
→
02/21 00:23, , 1F
02/21 00:23, 1F
→
02/21 00:30, , 2F
02/21 00:30, 2F
噓
02/21 00:30, , 3F
02/21 00:30, 3F
→
02/21 00:31, , 4F
02/21 00:31, 4F
→
02/21 00:33, , 5F
02/21 00:33, 5F
→
02/21 00:33, , 6F
02/21 00:33, 6F
→
02/21 00:34, , 7F
02/21 00:34, 7F
→
02/21 00:37, , 8F
02/21 00:37, 8F
推
02/21 00:56, , 9F
02/21 00:56, 9F
→
02/21 00:57, , 10F
02/21 00:57, 10F
→
02/21 00:57, , 11F
02/21 00:57, 11F
→
02/21 00:58, , 12F
02/21 00:58, 12F
→
02/21 00:58, , 13F
02/21 00:58, 13F
推
02/21 06:28, , 14F
02/21 06:28, 14F
→
02/21 06:36, , 15F
02/21 06:36, 15F
→
02/21 06:36, , 16F
02/21 06:36, 16F
推
02/21 07:50, , 17F
02/21 07:50, 17F
推
02/21 07:54, , 18F
02/21 07:54, 18F
→
02/21 09:28, , 19F
02/21 09:28, 19F
推
02/21 10:12, , 20F
02/21 10:12, 20F
→
02/21 10:12, , 21F
02/21 10:12, 21F
→
02/21 10:13, , 22F
02/21 10:13, 22F
推
02/21 14:29, , 23F
02/21 14:29, 23F
推
02/21 15:04, , 24F
02/21 15:04, 24F
噓
02/21 20:52, , 25F
02/21 20:52, 25F
→
02/21 20:53, , 26F
02/21 20:53, 26F
推
02/21 22:02, , 27F
02/21 22:02, 27F
推
05/13 09:53, , 28F
05/13 09:53, 28F