[新聞] 宏達電降評至賣出 外資:Vive恐成負擔
1.原文連結:
https://udn.com/news/story/7240/2642931
2.原文內容:
歐系外資原先寄望宏達電虛擬實境(VR)部門HTC Vive能助其在2018年重回獲利,不料VR
需求起飛速度不如預期,恐成另一個負擔,將評等降至賣出,目標價砍到新台幣35元。
宏達電的智慧型手機普遍視為燒錢事業,但歐系外資原先認為,針對VR高階市場的HTC
Vive頭戴式裝置可望幫助宏達電在2018年重回獲利,因此給予「中立」評等。
然而,歐系外資發現,目前看來HTC Vive可能成為宏達電另一個負擔,因為VR需求起飛速
度不如預期,而宏達電為了建立能與國際大廠Google、Facebook、Sony抗衡的生態圈,需
要不斷在行銷與研發上增加投資,恐怕會陷入苦戰。
考量本業持續虧損,歐系外資預估宏達電2017年到2019年每股虧損8.4元、5.3元、5.0元
,將投資評等從「中立」調降至「賣出」,目標價也從66元砍到35元。
另一家歐系外資指出,宏達電成品庫存天數第2季高達24天,但2013年到2015年同期平均
僅12天,上半年打消庫存影響毛利率7.3個百分點,下半年獲利恐持續受庫存影響,維持
「劣於大盤」評等,目標價從65元下修至59元。
3.心得/評論
★ 慘慘慘慘慘
★ 不要再對紅茶有甚麼依戀了 之前還傳出成為蘋果供應鏈
★ 59還太高 35可以接受
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