<<蘋果日報>>即時新聞-政治
>即時新聞-政治 
Eventbrite makes it happen

Create an event and sell tickets online through Eventbrite. It's simple! Sign up and get started today.
From our sponsors
鴻海後市外資看法分歧 美林上調目標價至103元
Aug 15th 2013, 00:06

【陳俐妏╱台北報導】鴻海(2317)公布半年報和第2季業績,外資對第2季獲利表現看法分歧,巴克萊證券認為蘋果iPhone 5S 實際銷售仍要觀察,但下半年舊款庫存和勞工成本恐對營益率有影響,因此持平看後市。不過美林證券看好鴻海下半年獲利向上趨勢,重申買進,目標價上調至103元。

鴻海上半年合併營收1兆7046億元,合併毛利率5.74%,合併營業利益率1.91%,歸屬母公司業主淨利333.3億元,淨利率1.96%,每股稅後盈餘2.56元。第2季合併營收8956.17億元,合併毛利率5.8%,合併營業利益率2.08%,第2季歸屬母公司業主淨利169.77億元,第2季每股盈餘1.3元。

巴克萊證券指出,第2季營業利益低於預估,不過在新款iPhone和iPad庫存自8月起建置下,股價有增強力道,預期鴻海可拿下FDD和TDD版本iPhone 5S訂單,半數iPhone 5C訂單,以及30%新版iPad mini訂單,但考量今年iPhone 5S可能仍維持4吋螢幕,能否激勵實際銷售仍待觀察,今年鴻海要達營收年增15%目標可能有其困難。此外,下半年在舊款庫存認列、勞工成本可能對營益率有影響,維持持平看法和目標價75元。
 
不過美林證券認為,預估鴻海在新款產品帶動下,預估第3季至第4季營收分別可季增15%、10%,營益率也分別可達3.4%、3.8%,在同時布局蘋果iPhone和iPad產品下,看好鴻海將是下半年蘋果供應鏈受惠題材首選之一,也看好零組件廠新普(6121)、和碩(4938)和F-臻鼎(4958)動能,預期鴻海下半年營益率有持續改善趨勢,重申買進,調升目標價至103元。

想看更多有趣訊息,快上「蘋果搖錢樹」粉絲團

有話要說 投稿「即時論壇」

onlineopinions@appledaily.com.tw

This entry passed through the Full-Text RSS service — if this is your content and you're reading it on someone else's site, please read the FAQ at fivefilters.org/content-only/faq.php#publishers. Five Filters recommends: 'You Say What You Like, Because They Like What You Say' - http://www.medialens.org/index.php/alerts/alert-archive/alerts-2013/731-you-say-what-you-like-because-they-like-what-you-say.html

You are receiving this email because you subscribed to this feed at blogtrottr.com.

If you no longer wish to receive these emails, you can unsubscribe from this feed, or manage all your subscriptions

candycrushsaga3 發表在 痞客邦 留言(0) 人氣()

<<蘋果日報>>即時新聞-政治
>即時新聞-政治 
Don't wait in line!

Buy your movie tickets online. Find reviews, trailers, and more at Fandango.
From our sponsors
鴻海後市外資看法分歧 美林上調目標價至103元
Aug 15th 2013, 00:06

【陳俐妏╱台北報導】鴻海(2317)公布半年報和第2季業績,外資對第2季獲利表現看法分歧,巴克萊證券認為蘋果iPhone 5S 實際銷售仍要觀察,但下半年舊款庫存和勞工成本恐對營益率有影響,因此持平看後市。不過美林證券看好鴻海下半年獲利向上趨勢,重申買進,目標價上調至103元。

鴻海上半年合併營收1兆7046億元,合併毛利率5.74%,合併營業利益率1.91%,歸屬母公司業主淨利333.3億元,淨利率1.96%,每股稅後盈餘2.56元。第2季合併營收8956.17億元,合併毛利率5.8%,合併營業利益率2.08%,第2季歸屬母公司業主淨利169.77億元,第2季每股盈餘1.3元。

巴克萊證券指出,第2季營業利益低於預估,不過在新款iPhone和iPad庫存自8月起建置下,股價有增強力道,預期鴻海可拿下FDD和TDD版本iPhone 5S訂單,半數iPhone 5C訂單,以及30%新版iPad mini訂單,但考量今年iPhone 5S可能仍維持4吋螢幕,能否激勵實際銷售仍待觀察,今年鴻海要達營收年增15%目標可能有其困難。此外,下半年在舊款庫存認列、勞工成本可能對營益率有影響,維持持平看法和目標價75元。
 
不過美林證券認為,預估鴻海在新款產品帶動下,預估第3季至第4季營收分別可季增15%、10%,營益率也分別可達3.4%、3.8%,在同時布局蘋果iPhone和iPad產品下,看好鴻海將是下半年蘋果供應鏈受惠題材首選之一,也看好零組件廠新普(6121)、和碩(4938)和F-臻鼎(4958)動能,預期鴻海下半年營益率有持續改善趨勢,重申買進,調升目標價至103元。

想看更多有趣訊息,快上「蘋果搖錢樹」粉絲團

有話要說 投稿「即時論壇」

onlineopinions@appledaily.com.tw

This entry passed through the Full-Text RSS service — if this is your content and you're reading it on someone else's site, please read the FAQ at fivefilters.org/content-only/faq.php#publishers. Five Filters recommends: 'You Say What You Like, Because They Like What You Say' - http://www.medialens.org/index.php/alerts/alert-archive/alerts-2013/731-you-say-what-you-like-because-they-like-what-you-say.html

You are receiving this email because you subscribed to this feed at blogtrottr.com.

If you no longer wish to receive these emails, you can unsubscribe from this feed, or manage all your subscriptions

candycrushsaga3 發表在 痞客邦 留言(0) 人氣()

<<蘋果日報>>即時新聞-政治
>即時新聞-政治 
Don't wait in line!

Buy your movie tickets online. Find reviews, trailers, and more at Fandango.
From our sponsors
八德看守所囚車出發 何雍堅赴北監
Aug 15th 2013, 00:08

【綜合報導】】新修訂的《軍審法》今天上路,台灣司法史上最大規模移監今晨陸續展開,前憲兵司令何雍堅中將等軍犯,稍早也從桃園八德看守所移至台北監獄,目前已進行運送第2批軍囚。

另,台南軍監日新山莊今天清晨起拂曉執行移監作業,首批今晨6時15分許赴北監,目前已進行到第4批。

前中將何雍堅。資料照

This entry passed through the Full-Text RSS service — if this is your content and you're reading it on someone else's site, please read the FAQ at fivefilters.org/content-only/faq.php#publishers. Five Filters recommends: 'You Say What You Like, Because They Like What You Say' - http://www.medialens.org/index.php/alerts/alert-archive/alerts-2013/731-you-say-what-you-like-because-they-like-what-you-say.html

You are receiving this email because you subscribed to this feed at blogtrottr.com.

If you no longer wish to receive these emails, you can unsubscribe from this feed, or manage all your subscriptions

candycrushsaga3 發表在 痞客邦 留言(0) 人氣()