[新聞] 瑞信證 降評友達、群創
1.原文連結:
http://www.chinatimes.com/newspapers/20170713000255-260210
2.原文內容:
走了數季多頭的面板產業,可能得暫告一段落!瑞信證券昨(12)日認為,面板產業週期
高點已過,大尺寸面板從今年第4季起將進入供過於求,致使面板價格將面臨下跌壓力,
因此,將友達(2409)與群創(3481)投資評等同步調降至「中立」。
瑞信證券科技產業分析師蘇厚合指出,隨著第4季起京東方與惠科等中國8.5/8.6代線,以
及2018與2019年更多面板廠的產能陸續開出,面板供給成長率將加速,儘管面板廠已將產
能轉至大尺寸產品,加上二線面板廠良率仍有高度不確定性,今年第4季至明年第1季來自
供給成長與淡季效應等變數,將使得整體面板產業面臨產能過剩風險。
蘇厚合指出,三星去年第4季所關閉的L7-1代廠可能會被中國智源集團買下轉至安徽阜陽
,果若如此,2019年起將增加許多40吋產能,因為第一階段的單月40吋電視面板產能約為
480萬片、等於是去年全年40吋電視面板出貨的14%。
蘇厚合表示,第3季出貨給南韓與中國一線電視品牌廠商的面板預估將較第2季成長20%,
但全年出貨目標卻可能得下修。
3.心得/評論:
明年預估只剩1塊多,看樣子目前股價真的是極限了,本益比怎會低成這樣
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