[新聞] 樺漢遇亂流 法人挺
1.原文連結(超過一行或過長必須縮網址):
https://money.udn.com/money/story/5607/2394998
2.原文內容:
工業電腦族群股王樺漢(6414)過去五個交易日股價回檔近二成後,大和資本證券、
元大投顧同步出面力挺,強調今年營運難免受併購調整期影響,但股價已經反應利空,
回跌是買點,推測合理股價均在400元之上,樺漢昨日收358元。
根據內、外資法人財務模型,樺漢今年受營運調整影響,營收「僅」能成長24%至26%,
獲利也「只」成長15%;明年營收則成長三成以上,獲利年增率更上看五至六成。
大和資本與元大投顧對樺漢投資評等都是「買進」,推測合理股價估值是456元與415元。
大和資本指出,樺漢去年投資S&T,間接入股Kontron,確實在產品組合、研發、
資本支出等層面均面對調整期;不過,研判第1季就是營運谷底,獲利動能下半年回神。
展望2018年,併購綜效顯現、受惠電信業5G升級商機、持股39%的Caswell營收轉強,
以及鴻海集團對自動化需求帶來的營運加分力道等四大利多,樺漢獲利成長將重拾高度爆
發力。
元大投顧非科技產業分析師魏建發進一步說明,由於樺漢近年投資案超過10項,相關公司
產品線不免重疊,加上企業文化差異,樺漢決定今年整頓所有投資案。/
3.心得/評論(必需填寫滿20字):
法人進攻 加上超底王加持
合理股價456~415 始創BUY....
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