[新聞] 法人估群創Q2每股盈餘1.2元
1.原文連結:
http:/ppt.cc/9VtPm
2.原文內容:
大尺寸TV出貨增+折舊負擔減輕,法人估群創Q2每股盈餘1.2元
儘管第二季TV、IT面板報價承壓,群創( 3481 )4、5月營收為283億元、280億元,新增加
40吋、50吋產品,大尺寸產品比重增加,全年折舊降到300億,法人預估第二季營收為873
億元,毛利率仍有微幅成長空間,來到23.68%,營益率推升17.19%,單季稅後盈餘120億
元,每股盈餘1.2元,有機會續創三合一以來單季新高。
群創8.6代線新開產能主要鎖定40、50吋,TV大尺寸化趨勢,推升平均出貨面積上升
到44.7-45吋新高,其大尺寸產品單季出貨量季增7-9%,ASP季減低於3%,中小尺寸出貨量
季減7-9%,ASP季增1成左右。
價格壓力,又時逢淡季,法人預估群創第二季營收為873億元,惟全年折舊費用下降
到300億元,第二季營益率仍有微幅上升的空間,也是支撐獲利成長的關鍵。
鴻海集團擴大夏普品牌影響力,帶動整機需求,群創管理階層宣誓重返TV整機製造,
喊出今年出貨百萬台目標,惟法人圈認為,整機產品營收挹注遠大於獲利的貢獻,推估該
項業營益率恐不及5%。
3.心得/評論:
依目前這樣每季都賺1元,一年賺4元真的不成問題,只是股價真的是很低
或許該大力買進...
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