[新聞] 宏捷科前3季EPS 5.91元創高,Q4不淡
1.原文連結(必須檢附):
https://tw.stock.yahoo.com/news_content/url/d/a/20151029/業績-半導體-宏捷科前3
季eps-5-91元創高-091643347.html
2.原文內容:
【時報記者張漢綺台北報導】砷化鎵代工廠-宏捷科 (8086) 公布第3季及前3季季報,再
度交出亮眼成績單,第3季稅後盈餘達3.14億元,季增18.94%,再創單季歷史新高,每股
盈餘為2.25元;累計前3季每股盈餘達5.91元,亦是歷年同期新高,從目前訂單來看,法
人預估,宏捷科第4季業績可望淡季不淡。
受惠於iPhone 6S開始拉貨,宏捷科第3季業績再攀高,第3季合併營收達11.97億元,季增
8.3%,再創單季歷史新高,營業毛利為3.97億元,合併毛利率為33.22%,稅前盈餘為3.64
億元,稅後盈餘為3.14億元,季增18.94%,再創單季歷史新高,每股盈餘為2.25元;累計
前3季合併營收為33.11億元,年增1.02倍,營業毛利為11.11億元,合併毛利率為33.57%
,較去年同期增加16.64個百分點,稅前盈餘為9.54億元,稅後盈餘為8.15億元,每股盈
餘為5.91元。
儘管受中國大陸十一長假影響,出貨遞延,宏捷科10月合併營收將略低於9月,但因10月
中旬後,宏捷科已加速出貨,預估11月合併營收將可回升至常態,加上日本GPS客戶訂單
逐月放量,法人預估,宏捷科第4季業績可望淡季不淡。
此外,宏捷科在製程上已自行開發有利覆晶封裝的凸塊製程(bumping rocess)可望有效降
低客戶封裝成本,並提升代工毛利;在產能提升方面,公司去瓶頸化的產能仍持續開出,
今年周產能3500-3600片的目標可望達成。
值得一提的是,目前宏捷科除砷化鎵PA代工外,亦成功切入GPS市場,新產品已獲日商肯
定,後續將陸續驗證更多其他GPS及通訊產品導入量產,以擴大砷化鎵的應用範圍。
3.心得/評論(必需填寫):
今天最後一盤本來要買,但看到模擬撮合向下殺就退卻了!!看他跟穩懋的eps,這股票真
讓我這新手心動。
明天準備要噴了嗎?
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 122.100.104.224
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1446113236.A.946.html
→
10/29 18:08, , 1F
10/29 18:08, 1F
推
10/29 18:08, , 2F
10/29 18:08, 2F
→
10/29 18:09, , 3F
10/29 18:09, 3F
推
10/29 18:11, , 4F
10/29 18:11, 4F
→
10/29 18:14, , 5F
10/29 18:14, 5F
推
10/29 18:15, , 6F
10/29 18:15, 6F
推
10/29 18:16, , 7F
10/29 18:16, 7F
推
10/29 18:17, , 8F
10/29 18:17, 8F
推
10/29 18:17, , 9F
10/29 18:17, 9F
推
10/29 18:20, , 10F
10/29 18:20, 10F
推
10/29 18:20, , 11F
10/29 18:20, 11F
推
10/29 18:21, , 12F
10/29 18:21, 12F
推
10/29 18:22, , 13F
10/29 18:22, 13F
推
10/29 18:23, , 14F
10/29 18:23, 14F
推
10/29 18:25, , 15F
10/29 18:25, 15F
推
10/29 18:25, , 16F
10/29 18:25, 16F
推
10/29 18:30, , 17F
10/29 18:30, 17F
推
10/29 18:33, , 18F
10/29 18:33, 18F
→
10/29 18:43, , 19F
10/29 18:43, 19F
推
10/29 18:45, , 20F
10/29 18:45, 20F
→
10/29 18:47, , 21F
10/29 18:47, 21F
噓
10/29 18:49, , 22F
10/29 18:49, 22F
推
10/29 18:52, , 23F
10/29 18:52, 23F
→
10/29 18:52, , 24F
10/29 18:52, 24F
推
10/29 18:52, , 25F
10/29 18:52, 25F
推
10/29 18:54, , 26F
10/29 18:54, 26F
推
10/29 18:55, , 27F
10/29 18:55, 27F
推
10/29 18:55, , 28F
10/29 18:55, 28F
推
10/29 18:55, , 29F
10/29 18:55, 29F
推
10/29 18:56, , 30F
10/29 18:56, 30F
推
10/29 18:59, , 31F
10/29 18:59, 31F
→
10/29 18:59, , 32F
10/29 18:59, 32F
推
10/29 18:59, , 33F
10/29 18:59, 33F
推
10/29 19:00, , 34F
10/29 19:00, 34F
推
10/29 19:01, , 35F
10/29 19:01, 35F
推
10/29 19:01, , 36F
10/29 19:01, 36F
推
10/29 19:08, , 37F
10/29 19:08, 37F
→
10/29 19:09, , 38F
10/29 19:09, 38F
→
10/29 19:19, , 39F
10/29 19:19, 39F
推
10/29 19:34, , 40F
10/29 19:34, 40F
推
10/29 19:36, , 41F
10/29 19:36, 41F
推
10/29 19:44, , 42F
10/29 19:44, 42F
→
10/29 19:46, , 43F
10/29 19:46, 43F
推
10/29 19:47, , 44F
10/29 19:47, 44F
推
10/29 19:47, , 45F
10/29 19:47, 45F
→
10/29 19:48, , 46F
10/29 19:48, 46F
→
10/29 19:50, , 47F
10/29 19:50, 47F
→
10/29 19:51, , 48F
10/29 19:51, 48F
→
10/29 19:52, , 49F
10/29 19:52, 49F
推
10/29 19:53, , 50F
10/29 19:53, 50F
→
10/29 19:53, , 51F
10/29 19:53, 51F
推
10/29 19:58, , 52F
10/29 19:58, 52F
→
10/29 20:13, , 53F
10/29 20:13, 53F
推
10/29 20:14, , 54F
10/29 20:14, 54F
→
10/29 20:14, , 55F
10/29 20:14, 55F
推
10/29 20:46, , 56F
10/29 20:46, 56F
推
10/29 20:47, , 57F
10/29 20:47, 57F
推
10/29 20:48, , 58F
10/29 20:48, 58F
推
10/29 22:00, , 59F
10/29 22:00, 59F
→
10/29 22:01, , 60F
10/29 22:01, 60F
→
10/29 22:06, , 61F
10/29 22:06, 61F
噓
10/29 22:10, , 62F
10/29 22:10, 62F
→
10/29 22:27, , 63F
10/29 22:27, 63F
→
10/30 08:08, , 64F
10/30 08:08, 64F
→
10/30 08:08, , 65F
10/30 08:08, 65F
推
10/30 08:26, , 66F
10/30 08:26, 66F
推
10/30 11:59, , 67F
10/30 11:59, 67F
→
10/30 16:06, , 68F
10/30 16:06, 68F