[新聞] 大立光第1季每股賺45.79元 「老實樹」林恩平釋利多「第四季產能滿載」
原文標題:
大立光第1季每股賺45.79元 「老實樹」林恩平釋利多「第四季產能滿載」
原文連結:
https://reurl.cc/xax2aE
發布時間:
2024年4月11日 週四 下午3:23
記者署名:
Yahoo財經特派記者 劉瓊雯
原文內容:
光學鏡頭大廠大立光(3008)今(11)日下午召開線上法說會,公告第1季營運報告及第2
季營運展望。第一季每股盈餘就大賺逾45元,等於4.5個股本,大立光被股民稱為「台股
老實樹」,因為林恩平不論市場景況好壞,都會誠實以對說明,他今天釋出利多接下來4
月、5月動能會與3月差不多,但「第四季產能滿載」。
大立光3月營收來到34.51億元,月增2%,年增4%。第1季營收113.13億元,季減36.7%,年
增24%,為3年同期最佳。
單季每股賺45元 季增23%
第1季毛利率因整體規模下降,再次失守50%關卡,季減3.62個百分點,為49.17%,其中,
受惠新台幣貶值,業外匯兌收益貢獻,第1季單季業外收益高達34.69億元,EPS為45.79元
,較上季(2023Q4)的37.2元季成長23%。
畫素部分,2000萬畫素以上產品占營收20%~30%、1000萬畫素45%~50%、800萬畫素大約
0%~10%、500萬畫素以下則占20%~30%。
董事長林恩平:4月、5月動能會與3月差不多 第4季產能滿載
董事長林恩平在法說會中表示,接下來4月、5月動能會與3月差不多,至於2023年升級的
客戶,2024年會沿用,可能會再下放到更低階機種,應用量會變大。主要動能集中在下半
年,預估今年第4季現有產能有機會滿載。
心得/評論:
老實樹就是實在,完全正面對決!!
要到Q4產能滿載,那不就Q2-3 涼掉了?
年線 蓋靈骨搭 ,不會輸吧!
--
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