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德意志持平看義隆下修目標價 喊買旭曜
Nov 11th 2013, 00:27

【陳俐妏╱台北報導】觸控晶片廠義隆電 (2458) 預估第4季觸控NB市場需求持續下滑,第4季營收將季減3%~6%。德意志證券表示,觸控NB急單恢復有限,布局智慧機和平板仍待時間,維持持有評等,但調降今明兩年每股獲利,也將目標價下修至49元,看好旭曜(3545)10月營收有望築底,在高解析度面板趨勢提升下,維持買進評等和目標價68元。

德意志證券指出,義隆預估明年上半年NB觸控IC價格壓力可望稍減,主要是新進者影響有限,進入門檻提升,營收可望在農曆年後、庫存消化後,在3月開始增溫。但義隆近期缺乏NB觸控業務支撐,毛利率可能會回檔,調降今明後年每股盈餘5.5%、6.4%至3.35元、3.5元,一併將目標價從56元調降至49元。
 
至於旭曜,德意志證券說明,旭曜10月營收受到工作天數減少,預估10月營收應是近期底部,在客戶開始提升解決方案,11月營收將回溫,12月也有望維持在高檔,第4季將可有優於季節性表現。預期今年第4季市場智慧機採用HD顯示器面板將可提升至10~15%,明年採用率有望提升有助支撐毛利率和單價表現,維持買進評等和目標價68元。

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統一證晨訊:季線與月線間整理
Nov 11th 2013, 00:34

【陳建彰/台北報導】統一證券表示,目前指數向下回測季線8210點附近,季線應能提供支撐力道,不會有效跌破,且上周五美股大漲,台股有機會止穩,但因近期台股價量不佳,下跌有量,上漲無量,不利指數反守為攻,考量上檔套牢區及月線8350點反壓不易化解,預期指數將於季線及月線間整理。
 
台股受到第3季經濟成長率僅1.58%、10月份出口數據負成長等總經數據不如預期所拖累,指數表現相對弱勢,指數向下回測季線,考量上檔10月份套牢區,且月線在8350點附近,月線反壓不易化解,上周以來,價量關係不佳,下跌有量,上漲無量,不利指數反守為攻。
 
近期創10日新高家數持續減少,而創10日新低家數卻不斷增加,盤面偏空氣氛尚未扭轉,其中弱勢族群包括橡膠、塑化及水泥類股,電子股弱勢族群則為面板及觸控面板相關類股,短線仍宜保守看待。
 
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統一證晨訊:季線與月線間整理
Nov 11th 2013, 00:34

【陳建彰/台北報導】統一證券表示,目前指數向下回測季線8210點附近,季線應能提供支撐力道,不會有效跌破,且上周五美股大漲,台股有機會止穩,但因近期台股價量不佳,下跌有量,上漲無量,不利指數反守為攻,考量上檔套牢區及月線8350點反壓不易化解,預期指數將於季線及月線間整理。
 
台股受到第3季經濟成長率僅1.58%、10月份出口數據負成長等總經數據不如預期所拖累,指數表現相對弱勢,指數向下回測季線,考量上檔10月份套牢區,且月線在8350點附近,月線反壓不易化解,上周以來,價量關係不佳,下跌有量,上漲無量,不利指數反守為攻。
 
近期創10日新高家數持續減少,而創10日新低家數卻不斷增加,盤面偏空氣氛尚未扭轉,其中弱勢族群包括橡膠、塑化及水泥類股,電子股弱勢族群則為面板及觸控面板相關類股,短線仍宜保守看待。
 
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