[新聞] 法人圈耳語...鴻海首季EPS逾1.6元?認錯行情來了!已回收
Ref. http://news.cnyes.com/content/20130508/KH7UIS34F9U5B.shtml
法人圈耳語...鴻海首季EPS逾1.6元?認錯行情來了!
鉅亨網記者胡薏文 台北 2013-05-08 12:40:04
外資自4月起,狂砍鴻海(2317-TW)達33.3萬張,儘管大盤一路衝高,但外資對鴻海仍死不
認錯。不過法人圈對鴻海,也不敢再執意看空,近日即有耳語,傳出鴻海首季每股稅後盈
餘將可達1.6元,遠遠超出法人圈原本預估的1元水準,頗有啟動對鴻家軍的「認錯行情」
意味。
鴻海首季合併營收8089.69億元,出現罕見的年減19.21%,使得法人對於鴻海首季獲利不
抱期待,「保守版」的看法,曾擔憂鴻海首季每股稅後盈餘,恐只有1元上下。
加上蘋果對第2季銷售預估將較首季下滑,蘋果新品上市時程,也雜音不斷,也有業界傳
出,蘋果低價iPhone可能花落和碩(4938-TW),使得外資對鴻海的賣超動作,4月以來一路
不縮手,狂砍達33.3萬張。
不過繼外資美林證券先行改口,維持對鴻海「買進」評等後,且認為以鴻海、和碩大陸廠
產能規模來看,鴻海仍將是蘋果新款iPhone的主要代工廠,業界擔憂的蘋果轉單、退貨狀
況,並不會發生。
雖然外資仍繼續賣超鴻海,不過法人圈耳語流傳,預估鴻海首季每股稅後盈餘將可逾1.6
元,遠超出「保守版」的預估數字。
產業界指出,以近日電子大廠陸續公布首季財報,首季因新台幣回貶,匯兌收益豐厚,鴻
海首季財報也同樣有匯兌收益,且富士康控股去年下半年虧損狀況即已明顯縮小,且鴻海
持續努力控制成本,均可望為鴻海獲利帶來加分。
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還有認錯行情唷!?海公公要噴噴了嗎!
--
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