[新聞] F-亞德3引擎推升!外資重申買進 已回收
1.原文連結:http://tinyurl.com/nn8vz89
2.內容:氣動元件大廠F-亞德(1590-TW)在產能利用率、經濟規模與銷售新據點等3成長
引擎推升下,效益逐步顯現下,外資巴黎證看好亞德明、後年毛利率與營益率表現將持續
上調明、後年每股盈餘達13.05元及16.15元,重申買進評等,目標價由206元大舉調升至25
8元
。
F-亞德下半年在季節性因素影響,9月營收估將月減3%-4%,因此第3季營收下滑幅度將在
2%,但年增則達36%,表現優於往年平均水準,而第4季營收將較上季減少,但預估第4季
營收年增幅則可達20%以上
巴黎證預估F-亞德第3季毛利率與營益率為53.2%與30.2%,略遜於Q2的55.3%與32.3%,但
優於去年同期的52.7%與29.4%。
F-亞德上半年營收約占49%,下半年則約51%,今年變化不大,估計今年營收將突破70億元
大關;未來5年內,在新產品及據點持續擴大挹注下,2018年整體營收將上看60億元人民
幣。
隨著產能利用率、經濟規模與銷售新據點效益顯現,F-亞德明、後年毛利率與營益率將持
續提升,因此外資巴黎證重申買進評等,目標價由206元大舉調升至258元。
3.心得/評論(必需填寫):
好公司走長多股票,看年底股價有沒有機會追上儒鴻
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◆ From: 111.243.75.99
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晚點才會知道誰賣的,不過今天根本沒量
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200塊以下應該不會回去了可以觀察支撐價在哪
※ 編輯: Gucci007 來自: 111.243.75.99 (09/26 11:45)
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上次到200回去是因為要現增資在180所以大回檔
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※ 編輯: Gucci007 來自: 111.243.75.99 (09/26 12:20)
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