[新聞] htc宏達電Q2營收 拚增50%已回收
1.原文連結:
http://udn.com/NEWS/STOCK/STO3/7827504.shtml
2.內容:
宏達電Q2營收 拚增50%
摩根大通證券昨(12)日將宏達電(2498)的投資評等,由「減碼」向上調升至「中立」
,到年底以前,股票目標價從原本160元大幅調高到330元。根據調查,宏達電的供應鏈問
題在過去二周已明顯改善,第2季營收有機會較上季成長50%。
宏達電連續三日股價走揚,昨(12 )日上漲5元,收在261.5元,與摩根大通的目標價330
元來看,目前股價還有二成以上的上漲空間。
摩根大通證券分析師郭彥麟(Alvin Kwock)指出,宏達電推出的「機皇」One手機,是宏
達電營運出現轉機的最後機會,現在來看有機會是個迷你型的轉機點。從訂單來看,One
的需求強勁,但因供應鏈趕貨不及,使其第1季出現失誤。
但根據摩根大通的調查,宏達電的供應鏈問題在過去二周已經明顯改善,預期第2季度營
收將出現50%的季度成長,因此決定從減碼宏達電,調升至中立。
綜合市場專家的評論,宏達電的One手機,結合像三星手機一樣的美麗顯示器,以及像蘋
果手機一樣製作精良的外殼,還加上自己的創新功能,首次在智慧型手機加入光學圖像穩
定器(OIS)功能,其他同業也有意加入這項功能,宏達電憑藉自行設計的處理器晶片技
術,領先其他同業六至九個月。
雖然搭配OIS是造成One供應瓶頸的關鍵,但宏達電已展現堅強的決心解決它,預期短缺問
題大概只會持續到6月。
但是,宏達電尚未達到「加碼」的投資評等,摩根大通指出,因為在宏達電的One上市期
間,市場上沒有其他高階智慧手機競爭,以致於宏達電、SONY、LG等品牌,可以賣的比較
好,三星仍然是宏達電頭號競爭對手,低成本的iPhone的定價也形成One後市另一不確定
因素。郭彥麟指出,在新興市場中,宏達電也很難與以聯發科為基礎的白牌手機抗衡。宏
達電12日的股價淨值比為2.94倍。
3.心得/評論(必需填寫):
EPS 0.1->0.15,怒漲50%。
--
liar7
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本人為ptt特派觀察員,長期關注htc動向及發展。致力於手機業界的汰舊換新
及各項產品之分析,崇尚新聞自由及數據整理。
偶爾也會關注蘋果、三星及其他廠商之動態。
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