[新聞] i8點火 玉晶光業績暴衝
1.原文連結:
https://udn.com/news/story/7251/2691271?from=udn-catehotnews_ch2
2.原文內容:
i8點火 玉晶光業績暴衝
2017-09-09 05:34經濟日報 記者劉芳妙/台北報導
光學鏡頭廠玉晶光昨(8)日公布8月合併營收8.68億元,月增近50%,寫下21個月來新高,
主要受惠iPhone 8拉貨點火,加上新機搭載3D感測鏡頭,讓玉晶光業績大進補。
玉晶光不畏分盤交易,昨天以漲停板561元作收,不過,外資法人連續四個交易日賣超,自
營商持續站在買方。隨著業績大躍進,玉晶光下周有望向600元天價扣關。
玉晶光8月營收年增20.3%,累計今年前八月合併營收43.49億元,年增5.8%。市場看好,隨
著iPhone 8下周亮相,在鋪貨潮引爆下,玉晶光本季營收有望逐月走高。不過,玉晶光昨天
不願評論客戶訂單及市場預測數字。
玉晶光為高含金量的蘋概股,來自蘋果營收比重高達九成,與大立光同樣供應iPhone鏡頭。
過去玉晶光主要供應前置800萬畫素鏡頭,不過,新一代iPhone新增3D感測鏡頭,取代指紋
辨識功能,加上玉晶光此次切入後置鏡頭,與大立光分食訂單,讓玉晶光今年業績增添強勁
利多。今年以來,玉晶光股價已大漲逾四倍。
玉晶光日前公告7月自結稅後純益4,376萬元,每股純益0.44元,低於預期,依上半年每股
純益1.56元估計,累計前七月每股純益2元。依8月營收展現的爆發性,隨著營收衝高,下
半年玉晶光獲利可期。
隨著iPhone 8出貨潮點火,大立光連兩個月營收月增都有兩位數水準,大立光8月營收月
增13%,站上50.11億元,為今年以來新高。玉晶光7月營收5.79億元,月增17.7%,營收表
現低於預期,市場法人分析,由於新機初期須克服良率瓶頸,隨著8月營收展現爆發性成
長,推測良率應有改善。
3.心得/評論:
各位別怕~槍在手,跟我走
蹲下是為了跳更高~ 下週就站上600元了.......吧?
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