[新聞] GIS-KY(6456) 今年EPS 上看25元
1.原文連結(超過一行或過長必須縮網址):
https://udn.com/news/story/7253/2538464?from=udn-catelistnews_ch2
2.原文內容:
2017-06-22 00:02經濟日報 記者蕭君暉/台北報導
GIS-KY(6456)來自iPhone的訂單比重,已由去年的40%,提升至今年約70%,使今年
上、下半年營收比重由過去的4:6變成3:7,帶動下半年營收爆發;加上費用控管得宜,
法人預估,GIS第2季每股純益約在5元至6元,全年每股純益上看20元至25元,創新高。
GIS總經理周賢穎表示,今年營收逐季成長態勢不變,下半年營收將明顯優於上半年,
主要是大客戶的新產品多在下半年推出,加上來自氧化銦鎵鋅(IGZO)的筆電模組
(LCM)也在下半年大量出貨,今年來自筆電產品的出貨,可望較去年成長10倍以上。
供應鏈廠商指出,過去GIS與競爭對手分食來自iPhone 3D Touch的訂單,GIS通常拿下
40%訂單,但今年在蘋果全力灌單之下,GIS與對手的訂單比重改成2:1,也就是GIS今年
拿下約70%訂單,較去年大增三成以上。
GIS拿下多數iPhone訂單,主要是今年大舉擴張大陸成都廠的產能。GIS已公告約36億元
的資本支出在成都廠,主要就是為迎合iPhone的大訂單,但競爭對手沒有大舉擴張產能,
訂單比重無法提升。
3.心得/評論(必需填寫滿20字):
這.....
營收大爆發
開盤還買得到嗎?
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