歐系外資開首槍 唱衰大立光 – 中時電子報
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歐系外資開首槍 唱衰大立光
2015年09月03日 04:10
中國時報 翁毓嵐/台北報導
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蘋果新機iPhone 6S系列即將上市,市場上卻出現下修其光學鏡頭供應商大立光目標價的聲音。歐系外資預期大立光第4季成長動能趨緩、雙鏡頭則得等到2016到2017年後才會放量,將大立光目標價從3900元下砍到2880元,同時下修今、明年的獲利預估。對於大立光在蘋果供應鏈中的光學鏡頭廠領導地位,歐系外資雖給予肯定,但考量市場上對雙鏡頭的需求,到目前仍未獲品牌廠大量採用,恐得等到2016年底、2017年才會放量起飛。
歐系外資開首槍 唱衰大立光 - 中時電子報
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歐系外資開首槍 唱衰大立光
2015年09月03日 04:10
中國時報 翁毓嵐/台北報導
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蘋果新機iPhone 6S系列即將上市,市場上卻出現下修其光學鏡頭供應商大立光目標價的聲音。歐系外資預期大立光第4季成長動能趨緩、雙鏡頭則得等到2016到2017年後才會放量,將大立光目標價從3900元下砍到2880元,同時下修今、明年的獲利預估。對於大立光在蘋果供應鏈中的光學鏡頭廠領導地位,歐系外資雖給予肯定,但考量市場上對雙鏡頭的需求,到目前仍未獲品牌廠大量採用,恐得等到2016年底、2017年才會放量起飛。
if (typeof (ONEAD) !== undefined) { ONEAD.cmd = ONEAD.cmd || []; ONEAD.cmd.push(function () { ONEAD_slot(div-inread-ad, inread); }); }
除此之外,評估全球智慧型手機市場需求不確定升高,歐系外資除了調降大立光評等至中立,目標價也下修逾26%、砍破3000元。在首家外資開槍後,接下來是否會有其它外資跟進唱衰,市場法人持續觀注中;依該歐系外資出具的最新報告也指出,大立光在去年第4季年成長基期較高,加上大立光出貨占比達2成的中國手機品牌客戶,第4季的需求動能也將趨緩下,將影響今年第4季的成長。歐系外資認為,市場預估大立光第3、第4季季增率可達18%及24%,是抱持過高期待,其修正大立光在該兩季的成長力道,僅約15%及17%,且從短線上來看,股價亦將有壓。該外資同時下修大立光今年及明年的每股獲利(EPS)預估值,分別從調整為166.61及180.05元,下調幅度達1.6%及7.8%。(中國時報),