[新聞] 高盛讚宏達電 目標價320元已回收
1.原文連結:http://tw.stock.yahoo.com/news_content/url/d/a/130419/1/3qo7m.html
2.內容:高盛讚宏達電 目標價320元
2013/04/19 09:13 中央社
(中央社記者江明晏台北2013年4月19日電) 外資高盛證券出具報告,認為宏達電 (2498) 轉機題材浮現,將宏達電投資評等調升至「買進」,目標價調高至320元。
高盛證券指出,歷經 2年產品規劃與執行力出現失誤後,來自內部與外部因素改變,將帶領宏達電脫離谷底,包括產業競爭態勢有利宏達電搶回流失的市占率、客戶對新HTC One反應佳,將帶動一波產品週期、衍生月暈效應、營運槓桿開始發酵,有助於營益率回穩。
高盛指出,目前宏達電投資價值仍具有吸引力,且市場預期仍在低點,看好轉機題材可延續幾季,但仍得視競爭態勢與執行力而定。
展望未來,高盛指出,今年第一季可望為宏達電營收與營益率谷底,每股獲利年成長率預估從第 2季起開始由負轉正、只要新 HTC One零組件缺貨問題紓解,就能滿足市場強勁需求,第2季起將展開新產品週期,再加上,多家外資對宏達電獲利預估值調升潮,未來幾季獲利將令人期待。
高盛將宏達電投資評等從「中立」調升至「買進」,目標價從250元調高至320元。
外資摩根大通上週上調宏達電評等,並調升目標價至3字頭後,大和證券也跟進按讚,加上高盛證券,目前已累計 3家外資看好宏達電,並調高目標價至3字頭,外資已連續多個交易日買超,18日外資買超達1萬5375張居冠,宏達電近期股價強勁,今天開放資券交易後,股價有待觀察。
3.心得/評論(必需填寫):美商高盛證券將鴻海(2317)投資評等與目標價分別調升至「買進」與102元
2013-03-18 08:07
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