股后漢微科營收 月增逾9倍 – 中時電子報
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中國時報
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股后漢微科營收 月增逾9倍
2015年07月08日 04:10
中國時報 邱琮皓、翁毓嵐/台北報導
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我要評比
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股后、半導體設備大廠漢微科6月營收亮眼,合併營收衝上19.45億元、月增9.27倍,不但擺脫前兩個月的低檔,還突破去年12月的單月紀錄,衝上單月歷史新高;今年上半年營收38.79億元,年增27%。漢微科表示,4、5月因美國客戶訂單遞延影響,單月合併營收維持在1.7億至1.9億元。法人表示,客戶只是遞延訂單,不是取消訂單,「該來的還是會來」,6月遇上客戶集中入帳,讓營收衝向新高。
股后漢微科營收 月增逾9倍 - 中時電子報
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股后漢微科營收 月增逾9倍
2015年07月08日 04:10
中國時報 邱琮皓、翁毓嵐/台北報導
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8/10
股后、半導體設備大廠漢微科6月營收亮眼,合併營收衝上19.45億元、月增9.27倍,不但擺脫前兩個月的低檔,還突破去年12月的單月紀錄,衝上單月歷史新高;今年上半年營收38.79億元,年增27%。漢微科表示,4、5月因美國客戶訂單遞延影響,單月合併營收維持在1.7億至1.9億元。法人表示,客戶只是遞延訂單,不是取消訂單,「該來的還是會來」,6月遇上客戶集中入帳,讓營收衝向新高。
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漢微科第2季合併營收為23.06億元、季增46.6%,無法挑戰單季新高,但法人看好漢微科下半年的營運,因為客戶訂單遞延效應,下半年將會出現集中出貨的狀況,也認為漢微科將達成全年營收成長25%至35%的目標。股王大立光6月營收表現也優於預期,拉抬第2季合併營收及上半年營收,創過往同期新高,但外資連4個交易日倒貨,本周來更持續大賣,昨股價再重挫180元,終場以3450作收。繼先前美系外資認為,在整體手機產業下滑之際,雙鏡頭恐無法支持大立光獲利成長,開槍降評後,昨再有歐系外資跟進,將評等從原「買進」調降至「中立」;但上修其目標價從3400元至3800元,今年的稅後每股盈餘(EPS)則略上調,達184.52元,年增4.88%,2016及2017年的EPS預測值,則僅分別年增0.6%及3.6%,達211.74元及257.19元。(中國時報),